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
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
There are common mistakes you can avoid when saving for retirement.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
For homeowners who think their property taxes are too high, there are ways to appeal.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here are six flags that may make your tax return prime for an IRS audit.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”