Blog
401(k), 403(b) and 457(b) 2026 numbers
This video reviews the 2026 contribution limits for employer retirement plans, focusing on options for individuals 50+ and the new catch‑up rules affecting Highly Compensated Employees.
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Turn Your RMDs into Charitable Donations
Do you donate to Charitable organizations and are taking Required Minimum distributions? Making the donations through Qualified Charitable Distributions may be more beneficial to you and the causes you care about.
Read MoreLife Insurance
As a Financial Advisor, I've seen firsthand how life Insurance can be the difference between financial hardship and stability for families facing the unexpected. Protect your by ensuring they can continue to live their current lifestyle.
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When should I begin collecting Social Security?
If you are 62 years old, you will soon have an important decision to make: when to begin collecting Social Security. There are a number of factors you should consider. In this video, we'll talk through when you'll hit full retirement...
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Working with a Financial Professional
In our latest video blog, Lori Barry, Financial Consultant for the Investment Center at Community First Bank explains why working with a Financial Professional can help you reach your financial goals.
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What Happens to Your Retirement When Switching Jobs
We're often get approached by individuals that have retirement money with a previous employer wondering what they should do with their old retirement plan, or sometimes plans. Lori and Kim will break down the four options.
Read MoreStart Investing Young
You're never too young to begin an investment portfolio. Investing when you're young can have the potential to produce impactful earnings gains. And that's because of a simple concept: compounding. Learn how an initial investment can grow.
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