FINANCIAL PLANNING and STEWARDSHIP
How Money Works and what the Bible has to say about Stewardship
The question is, what have been some of the best-performing investments over the last seventy-plus years? What have been the safest ways to invest in that same period, if structured properly, even in market chaos? Where do the top 1% of income earners place their significant portfolio in? The answer, as the top financial analysts... Continue Reading →
When you walk into a bank, it is divided into two sections. Most people, that is what the bankers see as the "common folks," go into the line and wait for a teller. However, the people with money go to the other side and sit down with a financial strategist or money manager who personally... Continue Reading →
Here is a key thought to consider about financial planning. Wealthy people tend to make fast decisions and are also slow to change. That is if it is a good plan, better than they have, they change. If it is working and there is nothing better, they stay the course. In contrast, people who have... Continue Reading →
What is Mortgage protection? It is a type of insurance that covers your mortgage for you or your lender in case of death and or disability. With the right company, this protects not only your mortgage, but also your health, and even acts like life insurance too. And of course, we can modify it to... Continue Reading →
Credit scores worked very simply, it is about your borrowing and repayment history. Then an algorithm (yes, I am one of the math guys that came up with those) is used to calculate how much of a risk you might be to default on your loan. So, do not be late beyond 30 days, do not... 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 →
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 →
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 →
“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 →
FINANCIAL PLANNING and STEWARDSHIP 