End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2019.  What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you

Understanding Long-Term Care

The important question: Are you prepared? Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health

IRA Withdrawals That Escape the 10% Penalty

The list of these options has grown. An IRA, or Individual Retirement Account, is a tax-advantaged savings account that is subject to special rules regarding contributions and withdrawals. One of the central rules of IRAs

The Benefits of Donating Appreciated Stock

In Matthew 6:20 Jesus encourages us to “…lay up for yourselves treasures in heaven…”  One of the most basic ways that we can apply this teaching is to give generously of our financial resources to

Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes,

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in

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