Instead of using an entire post for my 2024 outlook, I wanted to talk about Roth IRAs. More specifically, we’re going to look at how a Roth IRA is a tool in the battle between good and evil. Sounds crazy, right? Just bear with me. As Christians, we know that battle is over because Jesus…
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January 30th, 2024
Roth IRAs, Elections, and Good Vs. Evil
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October 29th, 2023
Face Your Fears
We’re always told to face our fears. Of course, it’s easier said than done. When we are unable to face our fears does that make us a coward? The last thing we want is for our families, friends, or even strangers to think poorly of us. After all, we have our reputation to protect, right?…
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June 29th, 2023
Tithing, Loving Yourself, and Financial Planning
Financial Planning: Tithing At church we recently started a sermon series on love. If you’ve ever been to a wedding, then you know the go-to book in the Bible for discussing love is 1 Corinthians 13. As I listened, I found it interesting how love works in our financial situation as well. Sure, it’s easy…
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April 27th, 2023
Top Three Excuses People Use to Avoid Financial Planning
There are many excuses why people avoid financial planning. Some are very creative and way out there, but most are reasonable. A financial planner’s job is to help the client work around their excuses and prepare for their future. As much as I hate to admit it, part of a financial planner’s job includes selling. …
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January 22nd, 2023
Focus in Financial Planning
Focus, in financial planning and in life, is one of those underrated characteristics that need attention. We live in an age where we can instantly access almost all of the world’s knowledge, yet our attention span is the shortest it has ever been. I experience this myself because I cannot stream shows or movies on…
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December 7th, 2022
Your Financial Planning Team
Financial Planning starts with a story. The New York Rangers won the Stanley Cup in 1994. What does that have to do with financial planning? I promise we’ll get there, but first let me tell you a little story. The Rangers’ 1994 Stanley Cup run was my first exposure to hockey. Calm down, my Hurricanes…
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October 5th, 2022
Faith in Financial Planning
Faith in Financial Planning It has been a while, so let’s get back to the Fruits of the Spirit in Galatians 5:22-23 ESV: But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness, self-control; against such things there is no law. Faithfulness is another one of those words used in so many different ways that the…
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July 28th, 2022
When Should You invest?
When Should You invest? With so many of us taking vacations to the beach this summer, I’m hoping my next statement will start hitting home. Yes, I will continue to say it as long as I can speak. The stock market moves in waves. As you sit on the sand, watch the waves form in…