How Much Life Insurance Do I Need?

by Dave Krist, MBA

“How much life insurance do I really need?” Financial planning clients usually ask this question during the planning process. They are often skeptical about the answer given by insurance agents and look to us to provide an objective opinion.

Beneficiary Blunders

by Sam Bakou, CFP®

We often see it when reviewing beneficiary designations on client retirement accounts... outdated forms, no secondary names, or a general listing of the estate as the beneficiary, etc.

Common Financial Planning Mistakes

“What are the most common mistakes clients make before utilizing Vantage’s services?” We get asked that a lot. We offer the following so you can avoid these pitfalls before it is too late.


A Case for Consolidation

puzzle pieces_360x240.jpgby Sam Bakou, CFP®
Simplicity is often sought after but rarely attained in our highly complex world. Consolidation, where possible, can help you achieve greater simplicity in your financial world and can offer some time saving and cost effective benefit as well.

Faith, Family, and Fitness

wedding rings_300x200.jpgby Tom Vislisel, CFP®

What does God’s steadfast love mean to you? What decisions help a marriage succeed?  How can exercising really contribute to other parts of your life?  Below are three articles that answer these questions:

Monthly Markets Memo - March 2015

World Money Small.jpg
Global Markets Perspective

It was truly a case of ‘have’ and ‘have not’s when it came to the equity markets for 2014. The S&P 500 index gained over 13%, but many other global indexes lost money for the year. Most areas of the bond market performed well including the U.S. investment grade

Re-Inventing Ourselves

Future Uncertain_0.jpgby Tom Vislisel, CFP®

Have you ever felt like you need to reinvent yourself?  Is life going by really fast and is it challenging to stay fresh, relevant and capable?  I feel a number of us are in this situation or will be in this situation soon.  With this being Christmas season, we can look at how Scrooge needed to reinvent himself in the classic Charles Dickens tale “A Christmas Carol.”

Medicare Costs Increase


Many of our clients are surprised to hear that Medicare premiums increase if your income is higher than certain thresholds.  Medicare is the government subsidized medical care system for people 65 and older.  Part A (hospital costs) is free, Part B (doctor's and outpatient costs) are subsidized by 75% for most people, Part D is prescription drug coverage which is partially offset by private insurance supplements.

Biblical Financial Truths

Core Values Small.jpgfeaturing Tom Vislisel, CFP®

While recently talking with Tom Vislisel (Financial Coach and Qualified Kingdom Advisor), about the fruits of attending the Kingdom Advisor Regional Conference in Indianapolis this September, he shared some new insights in the area of biblical financial truths. Each speaker’s contribution highlighted thought provoking points for everyone to consider.

Faith, Family, and Finances

confused student_300x279.jpgby Tom Vislisel, CFP®

What does it look like to truthfully admit my spiritual blindness? Have I fully prepared my child's heart and soul—especially when it comes to confusing messages he/she might hear from peers, the culture or in the classroom? Will I be able to work until my planned retirement age?  Below are three articles that answer these questions:

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