Category: Financial Planning

How do you save for your kids’ college expenses?

How do you save for your kids’ college expenses? By Jake Preston The average cost of college in the United States per student per year is $35,551 in 2022[1], a…
Read More

Introductory Guide to College Financial Aid

Introductory Guide to College Financial Aid By Colin Craig If you or your child are considering attending college in the next year or two, this post is for you. Because…
Read More

Demystifying the FAFSA

Demystifying the FAFSA: A Simplified Guide to Filing Your Application By Colin Craig If you are a busy high school senior or a parent of a soon-to-be graduate, the college…
Read More

4 Financial Retirement Questions to Ask Yourself

4 Financial Retirement Questions to Ask Yourself Retirement is a goal shared by people of all walks of life and profession. The idea of being financially secure and spending time…
Read More

Watch Out for These Common Senior Scams

Watch Out for These Common Senior Scams In 2021, the Federal Trade Commission logged 467,340 fraud reports from people aged 60 and older for a total loss of $1,040,451,194[1]. These…
Read More

The Estate Plan Documents Everyone Needs

The Estate Plan Documents Everyone Needs By Jake Preston   Estate planning is often pushed to the sidelines when it comes to crafting a comprehensive financial plan, probably due to…
Read More

Is now a good time to do a Roth Conversion?

Is now a good time to do a Roth Conversion? by Jake Preston Periods of losses in the market are an inevitable result of investing. While certainly not enjoyable, downturns…
Read More

What are I Bonds?

What are I Bonds? Recent high inflation has thrust Series I savings bonds, or I bonds, into the spotlight. If you haven’t heard of I bonds before, or only just…
Read More

Finding Hope Despite High Inflation

Finding Hope Despite High Inflation Wednesday, June 15th, the Fed raised rates by another 0.75%. This is the largest rate hike since 1994 and indicates how seriously the Fed is…
Read More

Fear and Volatility

Fear and Volatility The turmoil in the markets and the economy continues. On Monday, June 13th, the markets dropped with the S&P 500 closing down 3.9%. Recent numbers show that…
Read More

Preparing for Your First Financial Planning Meeting

Preparing for Your First Financial Planning Meeting We’ve had the privilege of working with hundreds of individuals and families over the last 25 years; helping them reach their financial goals…
Read More

How to Choose a Financial Advisor

How to Choose a Financial Advisor If you’ve decided to work with a Christian financial advisor, congratulations, that is a decision that can have many positive benefits. Your next question…
Read More

8 Reasons to Work with a Financial Advisor

8 Reasons to Work with a Financial Advisor Most of us worry about our money, including financial advisors! Yet, despite these worries and the complexity of managing finances, many people…
Read More

The Biggest Mistakes Investors Make (Part 1)

A Common Mistake Investors Make It happens every market correction. Well-intending investors who say they can tolerate 10-plus percent declines in market value do just the opposite of what they…
Read More

031 – A Gospel Based Approach to Money

Today Chad Hamilton joins Cassie Laymon on the podcast. Chad Hamilton is Founder and President of Advisor Solutions 360. He has more than 20 years of experience in the wealth management…
Read More
1 2 4

Archives

1 2 4