What are “Required Minimum Distributions (RMDs),” and how do these affect me?
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- Mar 18
- 4 min
Baby Step Motivation
![](https://static.wixstatic.com/media/16b3e4_080dbd6679d34f5db940f6530cc26da1~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/16b3e4_080dbd6679d34f5db940f6530cc26da1~mv2.webp)
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- Feb 29
- 3 min
Are You Ready to get back on track with your goals?
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- Jan 25
- 5 min
How Can Faith Impact Your Finances?
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- Jan 19
- 6 min
Asset Classes: Understanding your investments
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- Jan 12
- 4 min
Investment Corner - The Psychology of Saving & Investing
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- Jan 7
- 6 min
How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
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- Dec 9, 2023
- 4 min
Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away
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- Dec 7, 2023
- 3 min
What Should I Consider Before the End of the Year?
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- Nov 30, 2023
- 3 min
Intrinsic Value vs. Market Value – What Do They Mean?
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- Nov 16, 2023
- 3 min
All About ESOPs (Employee Stock Ownership Plan)
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- Nov 11, 2023
- 2 min
College Planning Monthly Update: November 2023
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- Nov 7, 2023
- 5 min
Financial Planning & The Bible: Retire to Something - Not from Something
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- Oct 22, 2023
- 7 min
Giving: God, Gospel & Generosity
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- Oct 2, 2023
- 2 min
Time in the Market vs. Timing the Market
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- Sep 26, 2023
- 6 min
Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
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- Sep 25, 2023
- 5 min
Monthly College Planning Update: September 2023
![](https://static.wixstatic.com/media/9420b8_933e716956324fc881c8150866c77d84~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/9420b8_933e716956324fc881c8150866c77d84~mv2.webp)
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- Sep 2, 2023
- 6 min
Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
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- Sep 2, 2023
- 6 min
Why Bonds Are Still Essential for the Retirees Portfolio
![](https://static.wixstatic.com/media/16b3e4_b2e8731a7a9a4ea2b8a432c0d8f5fc69~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/16b3e4_b2e8731a7a9a4ea2b8a432c0d8f5fc69~mv2.webp)
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- Aug 31, 2023
- 3 min
Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees