“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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Investors seeking world investments can choose between global and international funds. What's the difference?