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How to Stay Ahead of the Game: College Planning Update for December 2023

December 9, 2023

If a student is accepted by their first-choice college and that college uses the College Board's CSS Profile, a financial aid offer will...

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How to Stay Ahead of the Game: College Planning Update for December 2023

What Should I Consider Before the End of the Year?

December 7, 2023

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...

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What Should I Consider Before the End of the Year?

Planning Ahead – 2024 Retirement Contribution Limit Changes

December 7, 2023

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

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Planning Ahead – 2024 Retirement Contribution Limit Changes

Intrinsic Value vs. Market Value – What Do They Mean?

November 30, 2023

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

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Intrinsic Value vs. Market Value – What Do They Mean?

What successful retirees do

November 30, 2023

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

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What successful retirees do

Why Investors Can Be Thankful After a Volatile Year

November 21, 2023

Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

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Why Investors Can Be Thankful After a Volatile Year

What is Gift Split, should I Gift Split, and when should I Gift Split?

November 16, 2023

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

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What is Gift Split, should I Gift Split, and when should I Gift Split?

All About ESOPs (Employee Stock Ownership Plan)

November 16, 2023

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

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All About ESOPs (Employee Stock Ownership Plan)

What Is A Brokerage Account?

November 16, 2023

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

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What Is A Brokerage Account?

College Planning Monthly Update: November 2023

November 11, 2023

When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...

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College Planning Monthly Update: November 2023

How to Choose Your Financial Advisor

November 9, 2023

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

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How to Choose Your Financial Advisor

It’s the most wonderful time of year – Christmas and Holiday Prepping Season!

November 9, 2023

With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...

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It’s the most wonderful time of year – Christmas and Holiday Prepping Season!

Financial Planning & The Bible: Retire to Something - Not from Something

November 8, 2023

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...

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Financial Planning & The Bible: Retire to Something - Not from Something

The best cost-saving tips to experience an in-person sporting event

November 2, 2023

Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

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The best cost-saving tips to experience an in-person sporting event

Commonly Used Investing Terms That All Investors Should Know

November 2, 2023

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

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Commonly Used Investing Terms That All Investors Should Know

Giving: God, Gospel & Generosity

October 23, 2023

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

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Giving: God, Gospel & Generosity

Bank Money Market Account vs Brokerage Money Market Funds

October 19, 2023

The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...

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Bank Money Market Account vs Brokerage Money Market Funds

Breakfast on the go

October 19, 2023

Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...

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Breakfast on the go

Israel War & My Portfolio: Pray, Give & Stay Disciplined

October 11, 2023

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

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Israel War & My Portfolio: Pray, Give & Stay Disciplined

The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

October 4, 2023

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...

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The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families
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