Tax Efficiency in Retirement
What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after
Investing During Periods of Inflation
What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and
Guarding Against Identity Theft
Take steps so criminals won’t take vital information from you. America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for
Retirement Questions That Have Nothing to Do With Money
Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come
Outlook 2021: Bond Prices
Information you should know. The 10-year Treasury yield has climbed higher since the New Year, which means that some bond prices are dropping. You may have seen the headlines that say, “10-Year Yields Over
Making Decisions About Life Insurance
Life insurance choices can be confusing. Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we
Navigating Your Required Minimum Distribution
Understand the IRS’s calculations and tables. As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1 Under
2020 IRA Deadlines Are Approaching
Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take
2020 Market Review
What can we say about 2020? This was a year that many would be glad to never re-live. As Christians, it is precisely years like this that make us grateful to have our confidence and
2021 Limits for IRAs, 401(k)s and More
Numbers to know for 2021. On October 26, 2020, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to