Retirement Recap.

Here are share some common challenges we encounter as we help clients prepare for the important transition into retirement.

I encourage you to proceed — not just with caution, but with great anticipation of the possibilities that await you on the other side!

Let’s evaluate five factors that play into your decision to either pay off your mortgage or maintain it.

Remember that childhood admonition before you cross a street — stop, look, and listen? It is much the same for investing.

What if we redefine our objectives and trade the chronological path for an integrated life of learning, productivity and fulfillment?

What is often missing is a basic understanding of how to build wealth prudently and make it grow effectively over time...

In this column, I want to focus on the benefits and restrictions of investing into education-specific plans such as 529 College Savings Plans.

If you are basing your decisions on fear or rumor, be diligent to check for truth. Open the word of God and see for yourself….

The way we handle money is more often than not greatly influenced by the money habits we learned growing up.

Make it your goal this year to address these areas, if you haven’t already, and you will be amazed at the results when December rolls around!

I’m hoping to offer you a few simple antidotes for your money woes with the hope it may help keep you centered on the wonder of Christmas