Managing Probate When Setting Up Your Estate
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2022. What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you
Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about
The Behavior Gap and Your Financial Health
How might it affect you? “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From increasing our budget
Taking Charge of Your Financial Life
Want to take charge of your financial life? Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse
Retirement Preparation Mistakes
Why are they made again and again? Download our free eBook, 6 Rules for Investing. Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from
Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about
The Magic of Compound Interest
If you’d like to hear President Tim Russell and Pastor Drew Gysi discuss this topic, please click here Is Compound interest Really Magic at All? I always love a good magic trick. I loved watching
The Pros and Cons of Early Retirement Plan Rollovers
Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it
Understanding Extended Care
The important question: are you prepared? Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The Administration for Community