Part 2: Cash Management Part 1 of this series discussed the need to prepare your church for the unexpected and build cash reserves. This article…

Three things to do now. Know Your Numbers In order to retire well, you need to know your own expectations. How much do you anticipate…

If you are heading to Orlando later this month, we invite you to come by our booth. We would love to see you. Our consultants…

Have you heard of Lifestyle Inflation? If you have not heard this phrase, you probably know the feeling. Some may call it “keeping up with…

Did you pay more taxes than expected this year? Check out the short list below of what you can do now to reduce your 2019…

Impact investing: investing with the intention of making both a positive societal impact and a financial return More and more, investors want their finances to…

If you are considering purchasing an indexed annuity, please read the following article carefully. And remember, if it sounds too good to be true, it…

True financial planning involves both short-term and long-term goals. Most people are able to create and often meet short-term goals, but long-term goals may not…

Suppose one of you wants to build a tower. Will he not first sit down and estimate the cost to see if he has enough…

There is a level of prestige associated with one million that other numbers don’t possess. Many consider one million dollars to be the magic number…