“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.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Six overlooked tax deductions to help manage your tax bill.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Knowing your options when a CD matures can help you make a sound investment decision.
Earnings season can move markets. What is it and why is it important?
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all of your choices when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.