“For I know the plans I have for you,” declares The Lord, “plans to prosper you and not to harm you, plans to give you hope and a future ...” Jeremiah 29:11 (NIV)
...is to teach and challenge clients to bring their financial lives into alignment with their belief systems. As born-again believers in Jesus Christ, our goal is to give every contact the opportunity to get to know Him as their personal Savior and to align each part of their respective lives (including financial) with The Word of God.
Our clientele is not limited to Christian people, and we don't try to jam Christ down anyone's throat. We just want everyone to know our perspective, realizing that we will serve you as you want to be served.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
U.S. Personal Savings Rate
What can be learned from the savings rate?
For homeowners who think their property taxes are too high, there are ways to appeal.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Can you keep up with your children’s mobile slang?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How will you weather the ups and downs of the business cycle?