“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.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Tips on insuring your teen driver.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?