Should I Pay Off My Mortgage or Invest the Money?
Have you ever heard the phrase “opportunity cost?”
Mutual Funds VS. Exchange Traded Funds
How do you tell the difference between an alligator and a crocodile?
The One Big Beautiful Bill (OBBB) Act Explained
With just a few months remaining in the year, it’s a good time to review the 2025 tax law changes to see if you should consider making any 2025 moves while you still have time.
Writing a Letter of Instruction
All too often, people overlook a simple letter of instruction as a way to explain their most emotional and sentimental reasons behind their estate choices.
Living Out God’s Story: Putting It into Practice
The fifth in a six-part series that explores faith-based investing using material from the Eventide Center for Faith & Investment.
Social Security’s Role in Your Retirement
Speculation about the health of the Social Security system seems to be an American pastime.
How Will You Spend Your Time in Retirement?
Some have referred to retirement as 18 years of days. While a few of us have big ideas, not that many of the soon-to-be-retired people have envisioned what their day-to-day lives will look like.
SECURE Act SuperCatch-Up Provisions
For most people, preparing for retirement is a marathon, not a sprint. It’s a process of using a variety of investing tools combined with consistent investing and time.
Medicare Open Enrollment Starts October 15
In October, Medicare gives you the opportunity to adjust and modify your coverage for the upcoming year. Unlike Social Security, which is a one-time decision for most people, your Medicare coverage can be adjusted if you anticipate that your needs might change in the next year.
Sidebar Article: For Estate Management: Settling an Estate After Death
Headline: Case study: Overdue For An Update?
