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
Retirement Blindspots
Some life and financial factors that can sometimes be overlooked. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So,
Managing Money as a Couple
When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so
Coronavirus Vaccines and the Economy
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A
Year-End Estate Strategies
What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their
How Medigap Choices Have Changed
What you need to know about Plan F and Plan G. As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020
Election 2020
Preparing for Any Outcome. As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to
Will Political Changes Affect the Economy?
Election years cause some anxiety. With all of the storm and stress of the year 2024, it's impossible to miss the fact that we’re due for another national election in November. Many states will be
Why Having a Financial Professional Matters
A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such