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Blog

Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Karen Munsey | Dec 20, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Karen Munsey | Dec 13, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Hand holding a bill with a red "Past Due" stamp on it
Karen Munsey | Dec 6, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Karen Munsey | Nov 29, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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A row of houses along a canal
Karen Munsey | Nov 22, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Karen Munsey | Nov 15, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Karen Munsey | Nov 8, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Karen Munsey | Nov 1, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Karen Munsey | Oct 25, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Karen Munsey | Oct 18, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Karen Munsey | Oct 11, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More
A black and white image of a couple laughing
Karen Munsey | Oct 4, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Contact

Phone: 765-456-4343

Fax: 1-765-560-3042
larry.rolland@lpl.com
cfigadvisors@lpl.com
nate.hasto@lpl.com

 

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Kokomo Location

100 N Washington St., Suite A
Kokomo IN 46901

 

 

 

 

 

Westfield Location

707 East State Road 32
Westfield, IN 46074

 

Community First Bank of Indiana provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Community First Bank of Indiana for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 

LPL Financial Form CRS

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CO, FL, IN, MI, MN, NC, NY, SC, TN, TX, VA, WI.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community First Bank and Community First Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community First Investment Group, and may also be employees of Community First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Bank or Community First Investment Group.  

Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured by FDIC or any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

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