How Money Works and what the Bible has to say about Stewardship
Insure what you love and need! We can help you with life insurance services, annuities, retirement plans, as well as business insurance and so much more. We are fully licensed to help you with financial advising about how to pay off debt, prepare for retirement, making a family budget, cash flow, financial planning, building wealth,... Continue Reading →
We offer Free Financial Planning Seminars in the Southern California Region and Online Webinars. Our lead speaker used to be a Financial Planner and trainer at a major bank, and currently works in the insurance industry as a Financial Trainer with a Ph.D. in stewardship and is licensed. These seminars are done at churches, community... Continue Reading →
Do you have an old 401k or IRA account? If so, what do you want to do with it? What happens after you leave your job that you had a 401k with? You may be able to leave your retirement account where it is. However, be aware it will be in junk funds and have... Continue Reading →
What to do with an Old 401k or IRA Account? What happens if you have an old 401k or IRA account from a previous employer? Most Financial Advisors will give you four options: First, just leave your account where it is. This is what most people do when the balance is above $5,000. Is this... Continue Reading →
Years before I became a pastor or teacher or Financial Advisor; I worked at a major grocery store, Albertsons. I did so through High School and College. I learned few things I would like to pass on to you that have saved my family thousands of dollars over the years. Here are tried and true... Continue Reading →
Over the past several years, we have been identifying the biggest wasters of money that everyone should cut. You may save hundreds of dollars each month and thousands of dollars each year by just making some simple and quick changes. If it took you so long to build up your finances, why would you want... Continue Reading →
“But as for you, be strong and do not give up, for your work will be rewarded.” 2 Chronicles 15:7 Goals are dreams with deadlines! Discipline will be your bridge between your goals and accomplishments. What are your dreams, and what will you do to achieve them? The key phrase is “what will I do,” not... Continue Reading →
The Government is changing the 401k, 457, 403b, and other retirement programs. So, it will affect you! The changes may sound good by the way they spin the words. But are they? The key changes are in: how the tax deductions will work. Many people, not just the wealthy; those average middle-class workers could be... Continue Reading →
We will update this post as new and additional information becomes available. Health and government officials are working together to maintain the safety, security, and health of the American people. Small businesses are encouraged to do their part to keep their employees, customers, and themselves healthy. The Treasury Department is Delivering COVID-19 Relief for All... Continue Reading →
There are three common problems that retirees will face, that worry them and those who will retire. This is all about having enough retirement savings. Concern one. Will I have enough money? This is about growing and protecting our money without the risk of losing any of it. As we saw in 1987, 2000, 2008,... Continue Reading →
“Honor the Lord with your wealth, with the firstfruits of all your crops.” Proverbs 3:9 To be properly finishing the year and positioning for the next, you want to finish the year strong and have all you need to do completed. The best way to do that is being organized and prepared. Year-End Checkoff list tips to... Continue Reading →
