August 18, 2020

What Your Budget Says About Your Values

For where your treasure is, there your heart will be also.  Matthew 6:21 (NIV) These are some of the most well-known words that Jesus ever uttered regarding money. Your money and your heart are travel companions. What you value (where your heart is) is where you will put your financial resources. If that is true, […]

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July 20, 2020

How To Pursue A Regret-Free Retirement

Regret is not always a bad thing. While it’s not good to sit in the regret of past mistakes, when we learn from those mistakes, it can help us make better choices in the future. Unfortunately, that’s not true in every situation, namely retirement. There are no retirement do-overs, and any mistakes you’ve made in […]

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June 17, 2020

Our 2020 Mid-Year Economic Update

How’s your 2020 going so far? Unsettling? Unexpected? You’re not alone. The world as we know it has been turned upside down by five letters and a number: COVID-19. While the coronavirus pandemic is at its core a health issue, the downstream effects of it on other aspects of our society have been significant, perhaps […]

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May 15, 2020

Important Benefits Of 529 Plans

Regardless of whether your child is 2 or 12, the thought of college has probably crossed your mind. In the busyness of life and never-ending financial pressures, it is all too easy to put saving for college on the back burner. But before you know it, you’ll be planning college visits and filling out applications. […]

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April 22, 2020

Do Your Friends Or Family Need Our Help During This Time?

We are living in unprecedented times, with hourly briefings and updates that cause many of us to panic or at least lose sleep at night. We get it. Life looks very different than it did just 2 months ago, and it may be awhile before we get some semblance of normalcy back.  But the good […]

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March 27, 2020

How To Prepare For Volatility In The Market

Here’s the thing: Even though we had been enjoying our record-long bull market and knew that it couldn’t last forever, no one saw our current situation coming. For example, when we turned the page of our calendar to 2020, analysts predicted modest returns (1) and the financial world saw little risk of a recession.  But […]

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