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
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
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
2021 Market Review & What’s to Expect in 2022
We live in interesting days. 2021 has brought us another year of ups and downs. On one level, many folks have finally felt confident enough to travel and be with family. On another level,
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
Laying up Treasures in Heaven (1 Year of Stewardology!)
Listen on Apple Podcasts, Spotify, Buzzsprout, online, or search ‘The Stewardology Podcast’ in your favorite podcast app. Author, preacher and teacher, Randy Alcorn published a book in 2001 called the Treasure Principle. It provides a very good look
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
Measuring the Value of a Financial Professional
Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money