
The ABC’s of Gifting Appreciated Securities
There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are

There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are

Biblically Responsible Investing (BRI) seeks to align an investor’s faith with their investments. However, the inherent subjectivity of aligning an investor’s values with a fund

One of the first questions many people ask us is, “When can I retire?” While we are grateful that people are asking us this question

Are YOU Feeling Very Secure?
Somewhat ironic perhaps? “Social Security” conjures up neither feelings of security nor being very social these days. It’s simply not

One of the forefront topics in the world of retirement planning was created with the advent of the Roth IRA: tax-free growth.

What’s the #1 service people wish their financial advisor would provide? Tax planning. People like to save money on their taxes – who knew? While