What makes Values First Advisors so different?
Many are surprised to learn their stocks or mutual funds are profiting from abortion and other things that are opposed to their biblical values. There's a better way to pursue your financial goals.
When it comes to financial planning and investing, many with Christian values want professional guidance. You can probably relate. The problem is that many professionals simply focus on numbers but overlook the core of who you are. We help over 800 clients in over 30 states* to pursue their financial goals while aligning their investments with their priceless values. Discover how Values First has helped individuals like you to pursue their financial goals while staying true to their values.Schedule an Appointment
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
At what point can you call a personal vehicle commercial?
What kind of auto insurance should you have? Do you know?
When to start? Should I continue to work? How can I maximize my benefit?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.