1. Why the First $100k is the Hardest

    Estimated Read Time: 2-3 Minutes When you ask millennial's, what is your number one financial goal in life, most will answer, "To be a millionaire" or something similarly vague and lofty. What most millennials fail to understand is that it can be hard to become a millionaire, let alone accumulate $1…Read More

  2. Why You Should Care about BRI – Why in the World Would You Not?

    A local auto dealership named Bill Gatton does their ads on TV about trading with them and ends with a question, "Why in the world would you not?" We ask that as we think of BRI? What is BRI? BRI stands for Biblically Responsible Investing. BRI is investing that aligns one's investments with Bible v…Read More

  3. Should I Adjust My Portfolio as I Age?

    Estimated Read Time: 2-3 Minutes As you approach retirement, it may be time to pay more attention to investment risk. If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a better return. As you approach or en…Read More

  4. 5 Retirement Plans for Individuals & Businesses

    Estimated Read Time: 3-4 minutes Households are saving too little for the future. According to one new analysis, 41% of Gen Xers and 42% of baby boomers have yet to begin saving for retirement. In a recent financial industry survey, 35% of small business owners said they were planning to use the sal…Read More

  5. Should We Reconsider What Retirement Means?

    Estimated Read Time: 3-4 Minutes An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a city council member in her sixties…Read More

  6. Catching Up on Retirement Savings?

    Estimated Read Time: 2-3 Minutes   Do you fear you are saving for retirement too late? Plan to address that anxiety with some creative retirement planning. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to generate a fund for your future and to s…Read More

  7. Why Regular Rebalancing Makes Sense

    Estimated Read Time: 2-3 Minutes Your investment portfolio may be off-kilter, and you may not even know it. Is a higher than wanted percentage of your portfolio held in equities?  Perhaps it is without you realizing it. You could invite this risk, and others, if you go too long without rebalancing …Read More

  8. 5 Financial Mistakes Most People Make

    Estimated Read Time: 3-4 Minutes We’ve all heard the nightmare stories of people making big mistakes that lead to a job greeting at the entrance of the local shopping center. But what exactly are some things that may have gone wrong for people? We will go through some very practical things you sho…Read More

  9. Avoiding the Money Pitfalls of Past Generations

    Estimated Read Time: 2-3 minutes Take these financial lessons to heart. You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin. How much do you save per month? Gene…Read More