Current Events
What You Need to Know about the One Big Beautiful Bill
What You Need to Know about the One Big Beautiful Bill by Jake Preston, CFP®, CKA® On July 4th, President...
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March 2025 Market Commentary + Tariffs!
Hillary Sunderland and Cassandra Laymon tackle the big topic on everyone’s minds…tariffs! Watch the video as they answer some common...
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3 Reasons Not to Worry About Social Security
We have received a number of questions recently around Social Security, primarily about whether we are expecting cuts to benefits...
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Caution – WhatsApp Investing Scam!
A new financial scam has emerged in recent months with scammers fraudulently impersonating actual financial advisors on WhatsApp. These impersonators...
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Four Retirement Plan Changes Taking Effect January 1st
More retirement plan changes are set to take effect on January 1, 2025. The SECURE Act 2.0 was signed into...
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Using Retirement Plan Distributions for Disaster Relief: What You Need to Know
We are continuing to pray for those affected by Hurricane Helene and are shocked and saddened by the images and...
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Faith, Finances, and Olympic Dedication
As the 2024 Olympics kick off in Paris this week, millions around the world will be inspired by the incredible...
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Investing During an Election Year
It’s an election year and many investors are wondering (or worried!) about how the election will impact their portfolio. Common...
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What Does SECURE Act 2.0 Mean for You?
What Does SECURE Act 2.0 Mean for You? By Jake Preston Retirement emerges again as a bi-partisan issue in Congress....
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