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Understanding Investment Performance Returns
So, what's the big deal? We get a quarterly or annual statement with our rate of return on it. It seems ok - or maybe not ok - based on...
Jan 294 min read
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Tax Tips - Before You File for 2024
Good morning! As we roll into the end of January, with W2's, 1098's, 1099's and other tax documents coming our way (Ok, so maybe tax...
Jan 214 min read
68 views
What Insurance Policies Do I Actually Need?
There are so many types of insurance out there. As my attempt at comedy, I like to say you could fill up your entire budget space with...
Jan 73 min read
84 views
Do I Need Financial Planning? (And should I Hire a Financial Planner or Advisor?)
These are great questions. As to the first, the reality is if you are managing your own budget, saving for the future, figuring out your...
Jul 2, 20243 min read
170 views
Traditional vs Roth IRAs
Wherever you are in your stewardship journey - just starting to invest, mid-career, or nearing retirement - you may have asked the...
Apr 22, 20243 min read
181 views
The Secure Act
SECURE Act 2.0 Highlights (and Lowlights): The Required Minimum Distribution (RMD) age is increasing. For those born after 1960, it will...
Apr 22, 20242 min read
169 views
7 Ways to Save for College
Some of these college savings methods you will already know about. And some of them you may not be as familiar with - even if we ask this...
Apr 22, 20245 min read
166 views
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