Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may allow you to manage your taxes and benefit the … [Read more...] about Making a Charitable Contribution
Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – without any withholding or early withdrawal … [Read more...] about The Pros and Cons of Early Retirement Plan Rollovers
Provided by Jeff Cody Did you know that May is Disability Insurance Awareness Month? First started in 2007, the month of May was the first time that information about disability insurance became more easily accessible to millions of Americans. Recently, Disability Insurance Awareness Month … [Read more...] about May Is Disability Insurance Awareness Month
Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March 23, … [Read more...] about A Stock Market Lesson To Remember
Health is top of mind for many Americans during the COVID-19 crisis, but so is wealth — and in some cases, hopes and dreams for a comfortable future. About one-third of retirement savers said they’re already worried their finances will deteriorate, according to a MassMutual survey. More than half … [Read more...] about Planning for retirement and stressed out? Here’s a silver lining
Turn Your Intent Into A Commitment. In personal finance, as with most areas of life, goals help us to grow and achieve more. Here are a couple reasons why we think each family should have financial goals put in place. GOALS GIVE YOU FOCUS. To find and establish your investing and saving goals, … [Read more...] about Setting Goals As You Save & Invest
Biblically Responsible Investing - BRI - is an investment decision making process that applies Christian values to issues facing shareholders and stakeholders regarding moral and social principles. This coupled with traditional financial analysis provides a platform for investment decisions that … [Read more...] about What is Biblically Responsible Investing?
WHAT KIND OF ROLE CAN A FINANCIAL PROFESSIONAL PLAY FOR AN INVESTOR? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting. A good financial professional can help an investor interpret today’s … [Read more...] about Why Having A Financial Pro Matters