Establish Your Gospel Legacy

Make an eternal impact by naming your church or other ministry in your will or estate plan! An important part of our Christian heritage in America is that we are provided opportunities for making gifts to charitable

TOD or Living Trust?

A look at two basic methods for shielding assets from probate.   How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are

Are You Retiring Within the Next 5 Years?

What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit? Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should

Starting a Roth IRA for a Child or Grandchild

This early financial decision could prove profoundly positive over time. Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You

Is Generation X Preparing Adequately for Retirement?

Future financial needs may be underestimated. If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of

Long-Term Investing Truths

Key lessons for retirement savers. You learn lessons as you invest in pursuit of long-term goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along