LifeGuide Blog

Tuesday, August 22, 2017

We hope you are enjoying the last days of summer. It is hard to believe that students are beginning to head back to school. In this quarter’s Perspective, we would like to provide a few updates about LifeGuide and offer some...

 

Friday, May 5, 2017

Join with us as we congratulate Abby Conway, LifeGuide's insurance specialist, and her husband Jeff, on the safe and healthy delivery of their new baby girl, Emma Renee! After a longer-than-expected delivery, Emma arrived on March 29th...

 

Friday, May 5, 2017

For the third year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their story with us; it was huge encouragement. As a reminder, at...

 

Friday, April 21, 2017

We trust that you had a wonderful Easter weekend. HE IS RISEN! Spring brings with it many things that tend to make us all feel good and put a little extra “spring” in our step. (Ok, that pun was bad. We just couldn’t...

 

Wednesday, February 1, 2017

As we reflect on this past year, we are sincerely grateful for all that we have experienced. 2016 brought with it a variety of events and circumstances that have provided many memorable times, new opportunities, fresh beginnings and...

 

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Tuesday, October 4, 2016

We have moved LifeGuide's Carlisle office to 2011 West Trindle Road, Carlisle, PA. Our new office is located across from the new Hoffman Funeral Home. Our new location provides great meeting spaces, convenient parking and a welcoming...

 

Thursday, August 4, 2016

We hope your summer is going well and that you are surviving the heat wave. There have been a few questions that we have been receiving quite often lately, so we decided to dedicate this quarter’s e-mail update to address them...

 

Thursday, August 4, 2016

Continuing his relationship with Dave Ramsey, LifeGuide’s Managing Partner, Doug Denlinger has now become a SmartVestor Pro. Dave’s SmartVestor program was established on August 1st of this year. It is designed to help Dave...

 

Friday, May 20, 2016

LifeGuide’s Doug Denlinger will be on the local ABC 27 news channel for the 5:30 & 6:00 PM news today, May 20th. He will be interviewed on ways to save towards an emergency fund to cope with potential unexpected expenses.

 

Wednesday, May 11, 2016

Please join us in welcoming Weston (Wes) Maxwell Lutz! Zak and his wife Lauren said hello to baby Wes for the first time yesterday, May 9th at 12:40pm. He is a healthy baby at 21 and a quarter inches long and 9 pounds 0 ounces. Due to...

 

Friday, April 29, 2016

Last weekend was opening weekend for central Pennsylvania’s three big local amusement parks. (Hershey Park, Dutch Wonderland and Knoebels) This means that crowds of people will be once again be flocking to these parks to enjoy...

 

Wednesday, March 23, 2016

We are very excited and honored to partner with New Life Community Church (NLC Church) to renovate a section of their “newly opened” New Life Community Building on East North Street in Carlisle. LifeGuide has adopted their...

 

Sunday, March 6, 2016

We have some exciting news. Congress has permanently renewed the Qualified Charitable Distribution (QCD) provision. This allows people over the age of 70-1/2 to donate traditional IRA withdrawals (including required minimum...

 

Friday, March 4, 2016

Dear Clients, I hope that your year is off to a great start. I have some exciting news. Congress has permanently renewed the Qualified Charitable Distribution (QCD) provision. This allows people over the age of 70-1/2 to donate...

 

Friday, February 26, 2016

For the second year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their story with us, it was huge encouragement. As a reminder, at...

 

Wednesday, February 24, 2016

Dear CLIENT, The Annual Health Insurance Open Enrollment has come & gone and believe it or not, tax season is here! Although we are not tax professionals & cannot provide specific tax advice, we wanted to send an important reminder &...

 

Friday, February 19, 2016

Dear LifeGuide Clients, We know the recent market environment has been tough and wanted to touch base with you. These types of market swings have happened in the past and will most likely happen again. They have always happened for...

 

Friday, February 19, 2016

For the second year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their story with us, it was huge encouragement. As a reminder, at...

 

Tuesday, February 16, 2016

We know the recent market environment has been tough. These types of market swings have happened in the past and will most likely happen again. They have always happened for different reasons (this time it happens to be mostly over...

 

Friday, February 12, 2016

For the second year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their story with us, it was huge encouragement. As a reminder, at...

 

Friday, February 5, 2016

For the second year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their story with us, it was huge encouragement. As a reminder, at...

 

Friday, January 29, 2016

For the second year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their story with us, it was huge encouragement. As a reminder, at Christmas (2015) we...

 

Wednesday, January 20, 2016

We hope you had a great Christmas and Happy New Year. We have an excited anticipation for what God has in store for us all in 2016. “For I know the plans I have for you," declares the LORD, "plans to prosper you and not to harm you,...

 

Monday, January 4, 2016

We are very excited to announce that Steve Thompson will be joining the LifeGuide Team as a Client Service Advisor, working closely with Zak to service and support our clients. Steve comes to LifeGuide with significant experience and a...

 

Friday, December 25, 2015

After much anticipation, the Federal reserve has finally decided to raise short term rates. This is big news in the investment world since this is the first time the Fed has raised rates in almost a decade and it signals the beginning...

 

Wednesday, December 23, 2015

The entire LifeGuide Team - Doug, Zak, Derek, Ben, Steve, Abby, Leslie, Jeannie, and Geralyn - would like to wish you a very Merry Christmas, and a New Year that is filled with peace, prosperity and freedom!

 

Monday, November 9, 2015

As I was driving to the office this morning, I was struck by the fact that October is over, and we are already in the beginning of November. It seems like just yesterday that we were enjoying a wonderful evening at the Senators game!...

 

Friday, October 16, 2015

I (Zak) was taking a walk with my father the other day as my two little boys rode their bikes ahead of us (Jack and Will are both riding now, which is really fun). My Dad was expressing his concern about a specific money supply...

 

Friday, October 16, 2015

The third quarter of 2015 was one full of activity and news. Please find below a summary of the quarter's highlights.Market ReviewGlobal equity markets returned -9.3% during the third quarter, as measured by the MSCI ACWI Index, and...

 

Monday, September 21, 2015

We hope that you are enjoying this wonderful fall weather! Even though most of our Mid-Atlantic college and professional football teams are off to a rocky start, it is refreshing to usher in this change of season. The market continues...

 

Monday, July 13, 2015

As we enter the middle of the summer, the markets haven't given us much so far this year. We started the year fairly quickly out of the gate and this continued through February. Since then we have been bouncing around and are...

 

Wednesday, July 1, 2015

Get excited for the summer client event, a Senators Game! On September 5th, LifeGuide invites you to join us for a wonderful day of food, fellowship, and baseball. Although the game doesn’t begin until 6 pm the fun starts at 4:30 pm...

 

Friday, May 29, 2015

On May 20th, 2015, LifeGuide joined Young Life as a sponsor for its annual golf outing fundraising event. About 90-100 golfers attended the event, including LifeGuide Financial Advisor Ben Paulding along with his team of 3 other...

 

Wednesday, May 27, 2015

What better day to think about a 529 account than on May 29th, 5/29? With graduation season upon us, many young, hopeful high school graduates look forward to the next phase in their educational careers - college. However, not just the...

 

Monday, May 18, 2015

We are excited to welcome Madison Lutz as a member of the LifeGuide team!LifeGuide’s newest Digital Marketing & Communication intern, Madison Lutz, brings a fresh background and perspective to our marketing team. Madison will be...

 

Friday, May 1, 2015

We believe in the power of planning and budgeting. Let us help you get started with this cash budgeting challenge! We want to share some budgeting tips that will help you know where your money is going and lay a foundation for...

 

Wednesday, April 15, 2015

See LifeGuide Financial Advisors in Bloomberg Businessweek, Fortune Magazine and Money Magazine, now available in the May editions. With a team photo taken at Messiah College’s beloved covered bridge landmark, the article emphasizes...

 

Monday, March 30, 2015

We are excited to welcome Dave Warren to the LifeGuide Team!In his part-time role as a Director, Dave brings extensive knowledge and experience in the areas of planned giving, fundraising and multi-generational legacy planning. He will...

 

Monday, March 30, 2015

When you introduce a friend to LifeGuide, we donate a total of $50 between causes you and your friend select through our “Invite to Give” campaign. When your invitation results in a no cost/no obligation consultation meeting, $25 goes...

 

Monday, March 30, 2015

When you introduce a friend to LifeGuide, we’ll donate a total of $50 between causes that you and your friend choose. Here’s why:At LifeGuide, our goal is to benefit others through objective, holistic, professional advice. We believe...

 

Friday, March 27, 2015

LifeGuide Financial Advisors’ Insurance Consultant Abby Conway returns from maternity leave on April 13th! We have missed Abby’s presence in the office and are excited to have her back. Abby will return as a part-time team member and...

 

Friday, March 20, 2015

YOU ARE INVITED Dear Clients and Friends of LifeGuide Financial Advisors, You are invited to attend The Legacy Journey, a Dave Ramsey course focused on helping you live and leave a lasting legacy. As part of our ongoing commitment...

 

Monday, March 16, 2015

So why are stock prices going down with the fear of interest rate increases? Rates haven’t even increased yet so what’s all the fuss about? That’s a good question. Big moves like we have experienced in the last few weeks can reinforce...

 

Friday, March 6, 2015

This past February, LifeGuide partners Zak Lutz and Doug Denlinger attended the 2015 Kingdom Advisors Conference. The three day event brought together 1,000 like-minded professionals focused on integrating biblical wisdom in their...

 

Wednesday, March 4, 2015

Congratulations to Beth Rudge from Carlisle, Pennsylvania for winning LifeGuide Financial Advisors’ app contest! Beth wins an exciting LifeGuide gift basket containing a piggy bank, bookmark, several books and other goodies. To be...

 

Friday, February 20, 2015

This February, LifeGuide Financial Advisors held its 2nd annual Valentine’s Luncheon. We were privileged to honor our widowed and single clients right before Valentine’s Day by hosting an informal time of great food and conversation....

 

Friday, February 13, 2015

LifeGuide Office Manager Leslie Sponsler could not contain her excitement about going skiing with her husband Mike last Friday.During July 2013, Mike was involved in a tragic bicycle accident that left his lower body paralyzed. The...

 

Wednesday, February 11, 2015

In December, we sent sixty LifeGuide clients $50 to share with someone in need during the holiday season. We challenged recipients to impact our community in a very personal way, finding an individual or family in need of an unexpected...

 

Friday, February 6, 2015

On January 3rd, LifeGuide Financial Advisor Derek Mosley married his lovely wife, Jean, at the Doubletree Resort in Lancaster, PA. Jean, originally from South Jersey, is currently in her second year at the Pennsylvania State Dickinson...

 

Monday, February 2, 2015

LifeGuide Financial Advisors is excited to announce the release of its new app, the LifeGuide Concierge! The app, found under “LifeGuide Financial Advisors,” is now available on the App Store and Google Play. When you download the...

 

Wednesday, January 28, 2015

Market ReviewThe fourth quarter of 2014 closed with global equities in positive territory for the third consecutive year. Global equity markets returned 0.52%1 during the fourth quarter, as measured by the MSCI ACWI Index,...

 

Friday, January 23, 2015

Abby Conway, Insurance Consultant at LifeGuide Financial Advisors, welcomed baby Joshua Jeffrey Conway with her husband Jeff on January 15th at 11:51pm. With a smoother delivery than she expected, Abby and her new son are healthy and...

 

Tuesday, January 20, 2015

LifeGuide's Managing Partner and Dave Ramsey ELP, Doug Denlinger, leads Dave Ramsey’s newest class “The Legacy Journey” in collaboration with Living Water Community Church. Legacy Journey is the seven lesson sequel to Financial Peace...

 

Friday, January 16, 2015

Beginning to draw Social Security benefits at the wrong time is a common retirement mistake. We found this article, “Want a fat nest egg? Make the right Social Security choices,” by Shelly Schwartz of CNBC to be helpful. The article...

 

Monday, January 12, 2015

Last January, LifeGuide Financial Advisors updated its email addresses. Since then, we auto-forwarded emails sent to advisors4life.com email addresses, but this ends January 19th. Please check your contact lists to make sure your...

 

Wednesday, December 24, 2014

As you begin to think about the New Year, we invite you, you family and your friends to attend a nine-week financial discipleship course by Dave Ramsey called Financial Peace University (FPU). One of LifeGuide’s partners, Zak Lutz,...

 

Wednesday, December 24, 2014

As you begin to think about the New Year, we invite you, you family and your friends to attend a nine-week financial discipleship course by Dave Ramsey called Financial Peace University (FPU). One of LifeGuide’s partners, Zak Lutz,...

 

Wednesday, December 17, 2014

“ProEquities Advisor Doug Denlinger of LifeGuide Financial Advisors isn’t your average advisor and didn’t want an average approach when it came to marketing his flourishing financial practice,” begins ProEquities’ most recent Advisor...

 

Wednesday, December 17, 2014

This Christmas season, LifeGuide Financial Advisors is taking part in a campaign unlike anything we have ever done before. As some of you may know, LifeGuide tithes 10% of our firm's profits into our "Kingdom Builder" giving fund. We...

 

Friday, December 12, 2014

As of January 1st, 2014, having a Qualified Health Insurance Plan and/or plan offered by a "grandmother" extension became a requirement for every person. If Affordable Employer Coverage is not offered, employees are responsible to...

 

Monday, November 17, 2014

As a part of our ongoing commitment to help our clients implement their financial plans in the most tax sensitive way, we have written a message to our congressmen to address the Qualified Charitable Distribution (QCD) provision that...

 

Tuesday, November 11, 2014

Recently, the Social Security Administration announced that Supplemental Security Income (SSI) benefits for nearly 64 million Americans will increase 1.7 percent in 2015.For those of you that are currently receiving Social Security...

 

Wednesday, October 29, 2014

Thank you for the many great responses to our PIMCO communication. Your comments and question remind us that we need to do a better job of making you aware of the work that we continue to do for you behind the scenes. The collective...

 

Thursday, October 16, 2014

While many causes are granted a recognized day (such as World Vegetarian Day – October 1st), or in some cases a month (Stress Awareness Month – April), in 2012, the 112th Congress mandated the third week of October to be “National Save...

 

Monday, October 6, 2014

As a part of our ongoing commitment to educate and keep our investors informed, we sent the following message to each of our clients via email:Dear Client,We wanted to let you know that we are monitoring the recent departure of Bill...

 

Saturday, September 20, 2014

It is exciting when a new client realizes the value of our objective advice. Sometimes it’s hard to see from the outset, but after we holistically optimize their resources behind their goals and dreams in the LifePlanning process,...

 

Friday, September 19, 2014

You may not have been aware, but yes, there is actually a life insurance awareness month – September! To benefit from the awareness month, here are several questions you should consider and ask yourself: Do I have adequate coverage to...

 

Friday, August 15, 2014

The longer we are in the business and the more investors we help, the more we see how people truly generate and preserve the wealth that God has entrusted to them. It's not by forecasting what the Federal Reserve is going to do or...

 

Monday, August 11, 2014

Once again this year, and as a part of our commitment to give back to our community, LifeGuide Financial Advisors was a proud sponsor of the annual Boiling Springs Triathlon. Together, the athletes and sponsors raised $8,000 for...

 

Thursday, August 7, 2014

As a part of our ongoing effort to faithfully serve our clients (and expand our knowledge and capacity), the LifeGuide Team closed down the office last Wednesday and forged into the woods at Olde Towne Lodge in Gardners, Pennsylvania...

 

Monday, July 7, 2014

An important step in our investment process is to regularly and critically analyze how our investment strategy is working. We continue to observe that sound critical analysis is being increasingly replaced by provocative media which...