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Most often the best tax planning not only looks at the current year tax, but considers how you might reduce taxes over multiple years – 3, 5, or 10 years? As we head into fall, here’s a few tax planning strategies that might be worth considering before year-end…
Read MoreWorried about politics and your investments or financial goals. Let’s address some of these concerns as we head into the 2020 presidential election.
In any presidential election year, there is a degree of heightened anxiety and uncertainty. This year is certainty no different…
Read MoreIt’s never too soon to teach kids about money. A key part can be to demonstrate and verbalize values while living and teaching them how to handle money in an intentional, God honoring manner.
Discover a few simple lessons parents or even grandparents can do that can provide a solid foundation for a lifetime of financial decisions.
Read MoreThe stock market is flirting with new highs, but the uncertainty remains. When it comes to dealing with the uncertainty of the markets, COVID-19, and the upcoming election cycle how are you doing? Let’s briefly reflect on the past couple months, look ahead and check in with ourselves…
Read MoreAs we enter Fall 2020, where will we go from here? When it comes to your finances how will you respond? Discover 3 steps you can take as we wait out COVID and enter the election season.
Read MoreFinancial success is unique to you. Your priorities and goals help define what financial success means to you. Here’s 4 principles that you can apply to help you get there.
Read MoreCan you find financial confidence among all this confusion? Our role as financial advisors is to guide our clients to financial stability and retirement security. None of us can control the virus, economy or the markets, but you can be confident and find a sense of contentment if you apply Biblical Principles relating to your finances.
Read MoreKing Solomon, considered by most to be the wisest man to ever live, repeatedly encourages us to plan in the many proverbs he is credited with.
Read MoreIt's never too early - or late - to consider your retirement.
Read MoreIt’s often small shifts that can change our money habits for the good. It doesn't have to be completed, discover the five uses of money that you can focus on
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