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Blog

A calculator and a pen on top of a graph
Karen Munsey | Feb 7, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Man sitting on a park bench and working on a laptop
Karen Munsey | Jan 31, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Parent reading a book to their newborn child
Karen Munsey | Jan 24, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Karen Munsey | Jan 17, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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fair lights in hands
Karen Munsey | Jan 10, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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coins in a cup with growing plant
Karen Munsey | Jan 3, 2023

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
Read More
Hand holding a page with several charts on it
Karen Munsey | Dec 27, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More

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Ready to get started?

Book a meeting with one of our advisors to learn more about how we can help you pursue financial goals.

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Contact

Phone: 765-456-4343

Fax: 1-765-560-3042
 
cfigadvisors@lpl.com
larry.rolland@lpl.com
benjamin.harris@lpl.com

 

  

Get in touch ›

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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