“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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
One way to find money is to examine your current spending habits and eliminate money wasters.
Calculating your potential Social Security benefit is a three-step process.
It's important to make sure your retirement strategy anticipates health-care expenses.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.