Creating a Retirement Strategy
Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live
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
Emotional Investing Can Be Costly
In order to understand how emotional investing can be costly, we need to first clarify that emotions are in fact a good thing. However, combining emotions with your investing could lead to costly consequences. Emotions
Is Investing a form of Gambling?
Listen to our podcast on Apple Podcasts, Spotify, Buzzsprout, online, or search ‘The Stewardology Podcast’ in your favorite podcast app. Download our free E-book, "6 Rules for Investing" Many people have reservations about investing because they
States Are Requiring Retirement Plans
Will new mandates solve an old financial problem? Too many Americans save too little for retirement. This problem has been discussed for decades in all kinds of media, and there seems to be no
A Reminder About The Markets & Volatility
Everyone loves when the markets go up. For the past several years, our clients have enjoyed some pretty fantastic markets. The danger is that we start to think that markets only go up. These past
2022 Contribution Limits
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional
Are Capital Gains Taxes Changing?
Reach out if you have any concerns about capital gains taxes. There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital
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