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 accessible in case an expense arises out of the blue. There are many names that an emergency fund can go by, some of which are the following: rainy day fund, savings account, contingency plan, stockpile of cash, stash, or cash reserves, but they all serve the same purpose: to provide relief in the event of a job loss, pay cut or significant unexp

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? This article will outline your options and point out some pros and cons of each option. Option 1: Leave the funds in the former employer’s plan You can leave your savings in the old plan if its terms allow it. While most plans will let you do this, that is not always true. Many plans will automatically roll your savings into an IRA if it is und

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 get the best benefit of any retirement account: TAX-FREE GROWTH & TAX-FREE WITHDRAWALS (once you reach age 59 and a half and have had the Roth for 5 years). As I tell every person I talk to, imagine taking money out of your checking account, which you have already paid tax on, making a contribution to your Roth IRA, and sitting back to enjoy

One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...

Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

What are the differences between mutual funds and ETFs?

Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.

Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...