
Welcome to our site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Our mission is to:
"GUIDE our clients in making wise decisions based on BIBLICAL PRINCIPLES for wealth management. To SIMPLIFY our clients financial affairs while giving them the FREEDOM to focus on those areas that give their lives meaning and purpose."
OUR VALUES:
GUIDE: We want to help you to not fall into some of the traps that can exist with retirement. We do this by using....
BIBLICAL PRINCIPLES: The bible has a lot to say about finance and we use those principles to...
SIMPLIFY: In taking all of those papers and information that you receive, we want to help you simplify this process...
FREEDOM: We hope to assist you with information that will help you enjoy your retirement. We know that there can be a lot of uncertainty around the markets and it is our job to pay attention to that uncertainty so that you can enjoy your retirement.
Newsletters
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A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?