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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

“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)

Our Passion

...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.

Helpful Content

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Travel, Without the Baggage

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

 

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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