Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about
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
Understanding Extended Care
The important question: are you prepared? Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The Administration for Community
Conducting Your Mid-Year Financial Checkup
The midpoint of the year is a great time to review your financial position. With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While
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
A Biblical Response to Capitalism
For the best experience, consider listening to this conversation to get our complete thoughts on this subject. CAPITALISM - A DEFINITION: "An economic and political system in which a country's trade and industry are
A Biblical Response to Socialism
For the best experience, consider listening to this conversation to get our complete thoughts on this subject. WHAT IS SOCIALISM - A DEFINITION: Definition of socialism (Merriam-Webster): Any of various economic and political theories
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
The Many Forms of Fixed Income
Looking for yield? Treasuries aren’t your only choice. You want to draw some income while preserving some of your capital. So, you decide to take a look at fixed-income investments. A little research shows