Retirement
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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Retire TO (not FROM) Something
Retirement marks a significant transition in life, often seen today as the culmination of one’s career and the beginning of...
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Should pastors save for retirement?
Should pastors save for retirement? Yes! There are many great reasons a pastor should save and invest for retirement. Let’s...
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Don’t DIY Your 401(k)
“I know doing my business taxes right is important – so I’m just going to Google it and do it...
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A Great Way to Save More in 2024
Cassie Laymon from Beacon Wealth Consultants shares her number one tip for saving in the New Year! Transcript Hi there....
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Should my small business offer a 401(k) plan?
Small businesses like yours are the backbone of the American economy. According to 2020 U.S. Census Bureau data, employers with...
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Which retirement plan is best for my church?
If you’re like many pastors or church administrators, thinking about your church’s retirement plan is not something you look forward...
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Financial Literacy Book Recommendations
Financial Literacy Book Recommendations Benjamin Franklin said that “an investment in knowledge pays the best interest.” One of the best...
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What is Sequence of Returns Risk?
What is Sequence of Returns Risk? There are a number of risks when it comes to investing for retirement. Are...
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