In my career, I have been licensed and employed at both, and there are many similarities. Such as helping people with their retirement, investing, financial planning, money management and so forth. However, there is a key difference in what is called “captivity,” as well as how we engage a client and how we make our... Continue Reading →
5 Reasons a 401(k) May Be the Worst Account to Have in Retirement
That massive 401(k) nest egg that you're so proud of comes with some serious baggage. Here are five major cons of these accounts and a couple of alternatives to consider instead. See how yours is preforming here: https://www.brightscope.com Now allow us to help you! You will need to have an experienced, licensed, and knowledgeable agent... Continue Reading →
Money Grows in Three Main Ways
Here is How You Money Can Grow The two ways that affect your money the most is the way it grows and the way it is taxed! Money Grows in Three Main Ways Most financial advisors state that money grows in two ways, variable and fixed. However, there is a third way, called an Index... Continue Reading →
Did your Retirement take a BIG Hit this Week?
Did your 401K become a 100.25k? Tough day for your IRA and other retirement accounts? None of my clients lost a penny. Yet, I feel your pain; I had it rough in 1987 and 2008. My clients at the big bank had huge losses, some lost it all. My personal portfolio with the big Wall... Continue Reading →
Understanding How Compound Interest Works
I have been an educator for over thirty years as well as an investment and financial advisor. One of the mathematical concepts I love to teach students and families is how compounding interest works. I will start off with a penny, then ask my students how much would they have in a month if they... Continue Reading →
What are the Ten Best Financial Moves?
Here are the top proven effective ways to get your financial house in order now and through your retirement. First, Pay off your Debt. Consumer debt like credit cards and car loans will literally eat you out of house and home. You will not be able to properly grow your future or take care... Continue Reading →
What does the “Parable of the Talents” teach us about Stewardship?
Do not misjudge yourself; rather, seek Him and let your confidence be in whom you are in Him, not in how others respond to you! Allow yourself to be used! It is each Believer’s responsibility to find, develop, and exercise the talents and gifts given to him or her (1 Peter 4:10; 1 Corinthians 12:7,11).... Continue Reading →
Key Word and Inductive Analyses of the Parable of the Talents
Like a man traveling. The theme is investing. We are given the resources and opportunities; when we put them back into the Kingdom, it is a guaranteed dividend and investment growth in what is far more precious and valuable than an earthly stock market! His own servants. This was the picture of a very... Continue Reading →
The “Parable of the Talents” and Stewardship
Looking at Biblical historical considerations and Inductive and Deductive examination of Matthew 25: 14- 30 This discussion section centers on an inductive analyses of the passage and a deductive analyses of key words and precepts in their historical and contextual context. This parable is also about the importance of being prudent and being prepared, as... Continue Reading →