Inspire Advisors - Upward Management Group

Inspire Advisors - Upward Management Group Matt Bonito, CFP® & Drew Lehman, CFP®, financial advisors offering comprehensive financial planning

What an amazing day we had celebrating with Inspire Investing the launch of PTL! We are so blessed to be able to partner...
07/02/2024

What an amazing day we had celebrating with Inspire Investing the launch of PTL! We are so blessed to be able to partner to invest money for God’s Glory!!!

02/15/2024

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02/06/2024

The rules guiding the inheritance of an individual retirement account (IRA) when the IRA owner dies are complicated, but at least one aspect is straightforward: Whether a spouse or non-spouse is named the beneficiary of the account when the IRA owner dies, the current tax law allows the inheritance,...

01/02/2024

With the presidential election coming up, it’s going to be an interesting year, to say the least.

12/19/2023

Thinking about how to get your finances in order can be a daunting task, so I’ve laid out five manageable financial resolutions to consider.

12/15/2023

While constructive self-criticism can help you learn and improve at year-end, it's important to be realistic and assertive to end the year on a positive note.

12/14/2023

What financial changes do you need to know for 2024 to stay prepared for your retirement?

11/20/2023

A 5.4% bump in the standard deduction and a boost to 401(k) contribution limits are among the tweaks to account for inflation.

Great to see this amazing company continue to grow!!!
07/26/2022

Great to see this amazing company continue to grow!!!

Inspire grows to $1.9B in assets landing in the Top 50 Fastest Growing list of registered investment advisors (RIA), while sister company Inspire Advisors grows to $446M in assets and #1 Fastest Growing RIA in Idaho.

Everyone with Inspire Advisors - UMG wishes you all a Happy 4th! Let’s continue to fight for the freedom that makes this...
07/04/2022

Everyone with Inspire Advisors - UMG wishes you all a Happy 4th! Let’s continue to fight for the freedom that makes this country so great!!!

Address

485 Metro Place S, Suite 120
Dublin, OH
43017

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