Financial Planning
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...
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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...
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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...
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What are I Bonds?
What are I Bonds? Recent high inflation has thrust Series I savings bonds, or I bonds, into the spotlight. If...
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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...
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Fear and Volatility
Fear and Volatility The turmoil in the markets and the economy continues. On Monday, June 13th, the markets dropped with...
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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...
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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...
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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...
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