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Blog

woman-finance
Karen Munsey | Mar 29, 2022

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

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Karen Munsey | Mar 22, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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credit-rating
Karen Munsey | Mar 15, 2022

Eight Ways to Improve and Maintain a Good Credit Score

Credit
Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job
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Hands holding a small wrapped present
Karen Munsey | Mar 8, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Happy elderly couple holding yellow flowers
Karen Munsey | Mar 1, 2022

Should You Retire at the Same Time As Your Spouse? 

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Karen Munsey | Mar 1, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Karen Munsey | Feb 22, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Two older businesspeople looking at a tablet screen
Karen Munsey | Feb 15, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Cards-wallet
Karen Munsey | Feb 8, 2022

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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Avoiding Retirement Woes
Karen Munsey | Feb 1, 2022

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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Img
Karen Munsey | Jan 25, 2022

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Stock Image
Karen Munsey | Jan 18, 2022

How to Protect Your Personal Data Online

Privacy
Technology
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
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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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