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Looking for ways to begin a savings account?  There are several opportunities you may have right now that you can take advantage of.  First of all, did you get a raise this year?  If so, congratulations!  The economy is slowly on the upswing, and many are seeing an increase in... Read More →

There are a lot of commercials on television regarding reverse mortgages.  They are promoted as a great way for homeowners with little or no debt on their home to be able to supplement their income for the rest of their lives by using their home equity.  They have come a long way... Read More →

Have you ever received an invitation to a free lunch or dinner from a financial institution, encouraging you to listen to their presentation on estate planning?  You probably thought it wasn’t worth your time, because only wealthy people need estate plans.  Actually EVERYONE... Read More →

Published on March 4, 2014 This is the time of year when we gather information to prepare our tax returns. Many individuals are able to deduct gifts to charity. One of the best gifts you can give to your church or other charity is stock or other marketable security that has... Read More →

(Published On-Line January 28, 2014) It’s that time of year again when new goals are set and things seem to “start over”.  While you are setting goals for yourself, consider setting one that will benefit you and your family – getting your estate planning in order. Planning starts... Read More →

We are in the season that reminds us to be thankful for what we have.  One of the things we should be thankful for is having a retirement account.  There are many people (too many!) that have not adequately saved, and will struggle the rest of their lives.  If you have done a... Read More →

Did you know that a financial decision is a spiritual one?  If you study God’s Word, you will find an abundance of guidance on how to save, spend, invest, and ultimately leave behind all that God has entrusted to you.  Every Christian should practice Biblical stewardship, a... Read More →

In this economy, we are seeing a lot of people still either unemployed, or under-employed.  The effects trickle down to many sectors, including churches and other charities.  You may notice more phone calls, television ads, and mail coming from charities soliciting donations.... Read More →

Getting married this year?  Congratulations!  Along with all of the planning for where you will live, who you will invite to the wedding, etc., you also need to think about how this affects your tax status. The IRS offers their “Tax Tips for Newlyweds” as follows:  It’s important... Read More →

Many of us may think about and make plans for the inheritance we will leave our family, friends, and church.  That inheritance consists of our worldly possessions.  However, every one of us will also leave a legacy. A legacy is something that lasts much longer than an... Read More →