top of page

Blog

Are you 59 ½ or Older and Still Working?

December 19, 2023

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,...

Read More...

Are you 59 ½ or Older and Still Working?

What is Opportunity Cost?

December 19, 2023

Opportunity cost is the benefit of what an individual misses out on when they spend their funds on a particular item vs another item or...

Read More...

What is Opportunity Cost?

Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away

December 10, 2023

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

Read More...

Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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,...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

Bank Money Market Account vs Brokerage Money Market Funds
bottom of page