An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...

As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...

Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

Like many other issues in life, if you do not have a plan, you are planning to fail. Although we will address the financial aspect of...

Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...

Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...