Category Archives: Blog

Choosing a financial advisor carries weighty implications. Money is an all-encompassing tool that affects everyone in every walk of life, regardless of your education, socioeconomic status, age, geography etc. Money is also a deeply personal topic that is associated with many different emotional responses, positive/negative memories, family situations, marital issues, and too many more to […]

It’s an election year! Who’s excited?  … Don’t worry, I’m not exactly “excited” for an election year either. I am, however, thankful for a country that allows citizens to express their opinions, regardless of how “broken” of a system it may be. There are definitely some not-so-good alternatives.  Okay, moving on.  Since we’re here to […]

In our last post, we discussed the framework for how to set financial goals in 2024. In this post, we will take that a step further and actually look at the types of goals we should be setting for this year. Okay, just so we keep up with all the buzzwords, let’s go ahead and […]

With the new year arriving soon, goal setting season is officially upon us. It is hard to look anywhere and not see some version of someone promoting “new year, new you”. It can be easy to think that every part of our life needs to be adjusted, however it is important to look at goal […]

Many of us have a picture that comes to mind whenever we hear about David in the Bible. Whether it is the shepherd boy in the pasture, the one who killed Goliath with a sling and a stone, or the artistic Psalm writer. Whatever the case, there is a much lesser-known David who was a […]

Whether you’re looking for a Christian retirement planner or some advice for the future, one of the most common questions I get asked as an advisor is, How do I pull money out of my accounts in retirement? While I wish I could always just give one simple answer to this question, the best answer […]

Giving is something I am passionate about. According to The Five Love Languages by Gary Chapman, gifts is one of my top love languages. I believe giving is so much more than just the monetary or financial value of what is given. I believe it unlocks the greater ability inside of us to help others […]

Open enrollment (the annual period when you can enroll in major medical health insurance plans), began November 1, 2023, and will remain open until January 15, 2024. You will need to enroll by December 15, 2023 for coverage that begins January 1, 2024.1 For someone looking to change or add coverage, this offers a short window […]

What is all the buzz about Health Savings Accounts? You may have heard about what an HSA can potentially offer: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement income after age 65. You may want to look at this option if you are eligible. […]

If you’ve ever clicked over to a financial news channel, you’ve probably heard the term “the Fed.” But who, or what, exactly is the Fed? And why does it matter to you? Here, we explain the Federal Reserve System, or the Fed, and explore how its decisions affect us all as Americans.  What is the […]