Bible Quotes on Investing
We often look to Wall Street legends like Warren Buffett for investing wisdom. But let’s test your knowledge of what the Bible says about investing and preparing for the future.
Retirement Trends for 2025 & Beyond
If you want to put your finger on the pulse of retirement trends, look no further than the annual Retirement Confident Survey conducted by the Employee Benefit Research Institute (EBRI).
Understanding How Healthshare Programs Work
Almost 60% of people retire earlier than they originally planned. If you’re younger than age 65, you may need to consider health care options before you are eligible for Medicare.
Good Products + Good Practices = Good Profits
The fourth in a six-part series that will explore faith-based investing using material from the Eventide Center for Faith & Investment.
August is Make a Will Month
A will can be a cornerstone of an estate strategy. However, an out-of-date will can be almost more destructive than not having any will at all.
Preparing for Emergencies: It’s More Than Money
In Diamond of Life, Mick talks about the need to prepare for emergencies. This article will start with cash reserves and expand to the other concepts in Mick’s book, such as having food, water, and medical supplies.
Pension Payouts–How to Evaluate Your Choices
There are times when you are faced with a financial choice: take a lump-sum payout or receive payments over time. This article will show you how to begin your decision process.
Understanding Your Needs and Wants
We all have needs and wants, but many people have a hard time distinguishing between the two. This article will combine elements of Mick’s book with ideas from other source materials.
The Ins and Outs of Extended Care Insurance
“If you fail to plan, you are planning to fail,” is a quote attributed to Benjamin Franklin. By not creating a strategy for extended care, you’ve decided to self-insure.
Second-Half Outlook
One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.
