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
Inflation & the Real Rate of Return
Is your money gaining or losing purchasing power? The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate
Inflation Outlook for 2021
Is the Fed ahead or behind in its monetary policy regarding inflation? As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late.
Investor Sentiment Is Shifting
This year, markets have experienced an odd phenomenon. A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1
Inflation Can Be a Scary Word
There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”
How To Do Biblically Responsible Investing
Listen on Apple Podcasts, Spotify, Buzzsprout, online, or search ‘The Stewardology Podcast’ in your favorite podcast app. Click here to get weekly episodes from our podcast sent to your email. For the best experience, consider listening to the episode