Retirement: A Time of Purpose and Impact
August 25, 2022
Retirement: A Time of Purpose and Impact Think about the word “retirement.” What do you picture in your mind? What is important to you? One survey[1] found that the average…
Is now a good time to do a Roth Conversion?
August 03, 2022
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…
How to Choose a Financial Advisor
May 04, 2022
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…
8 Reasons to Work with a Financial Advisor
April 27, 2022
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…
Nobody said retirement would be this stressful!
March 23, 2022
Nobody said retirement would be this stressful! You’ve probably thought a lot about retirement, I know I have! Perhaps you can picture what it will be like: maybe travelling or…
Christian Retirement – Planning Life After A Career
May 08, 2019
By Mike Sunderland Is Retirement Biblical? It is hard to find instructions concerning retirement in the Bible. One example where we do see it, though, says a great deal. We…
Making Retirement Meaningful
December 12, 2018
By Chad Hamilton, CFP, CAP Note: At the end of this article we have created a short assessment that will help clarify your own vision for the next phase of life! Retirement…
Finishing Well the Race Set Before Us
November 08, 2017
By Rick Laymon, CFP®, CKA® This week we wrap up our blog series on The Stewardship Journey. Let me set the stage for Waypoint Five and reaching our ultimate destination,…
025 – The Stewardship Journey Part II
November 01, 2017
In today's episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you are moving from "stable" to "solid" on the financial planning…
Crucial Retirement Planning Milestones: What Happens at 59½ and 70½?
July 19, 2017
by: Cassandra Laymon, CFP®, MBA Financial planning is a little more straightforward in the accumulation phase, which means the years that you are working and saving for retirement. Once you’ve…
005 – Managing Health Care and Medicare Expenses in Retirement
November 11, 2015
In this episode, Managing Health Care and Medicare Expenses in Retirement, Rick and Cassie discuss the three key points you must know about Medicare and managing your health expenses. The…