A Breakdown of SIMPLE IRAs
![A Breakdown of SIMPLE IRAs](https://static.wixstatic.com/media/16b3e4_42920175cc2d4ea796bdd53a0baa9ae8~mv2.png/v1/fill/w_305,h_229,fp_0.50_0.50,q_95,enc_auto/16b3e4_42920175cc2d4ea796bdd53a0baa9ae8~mv2.webp)
![What are “Required Minimum Distributions (RMDs),” and how do these affect me?](https://static.wixstatic.com/media/16b3e4_308e62de243f441ebfa6d151b4466555~mv2.png/v1/fill/w_306,h_229,fp_0.50_0.50,q_95,enc_auto/16b3e4_308e62de243f441ebfa6d151b4466555~mv2.webp)
- Jun 10
- 3 min
What are “Required Minimum Distributions (RMDs),” and how do these affect me?
![Roth IRAs and Backdoor Roth IRA Contributions](https://static.wixstatic.com/media/16b3e4_7bdf42f4004a425185bbd066a33967f3~mv2.png/v1/fill/w_305,h_229,fp_0.50_0.50,q_95,enc_auto/16b3e4_7bdf42f4004a425185bbd066a33967f3~mv2.webp)
- Jun 3
- 2 min
Roth IRAs and Backdoor Roth IRA Contributions
![The Phases of Retirement](https://static.wixstatic.com/media/16b3e4_c1334e6d983a433ebdee66fe00159440~mv2.png/v1/fill/w_305,h_229,fp_0.50_0.50,q_95,enc_auto/16b3e4_c1334e6d983a433ebdee66fe00159440~mv2.webp)
- Apr 22
- 4 min
The Phases of Retirement
![Baby Step Motivation](https://static.wixstatic.com/media/16b3e4_66566d15dc8d40519b0ae1d0b9c973e6~mv2.png/v1/fill/w_306,h_229,fp_0.50_0.50,q_95,enc_auto/16b3e4_66566d15dc8d40519b0ae1d0b9c973e6~mv2.webp)
- Mar 18
- 4 min
Baby Step Motivation
![](https://static.wixstatic.com/media/16b3e4_3eb52418db694f619d018d3fe8fb193c~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/16b3e4_3eb52418db694f619d018d3fe8fb193c~mv2.webp)
![What Should I Consider Before the End of the Year?](https://static.wixstatic.com/media/16b3e4_3eb52418db694f619d018d3fe8fb193c~mv2.jpg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_auto/16b3e4_3eb52418db694f619d018d3fe8fb193c~mv2.webp)
- Dec 7, 2023
- 3 min
What Should I Consider Before the End of the Year?
![Intrinsic Value vs. Market Value – What Do They Mean?](https://static.wixstatic.com/media/16b3e4_d48fd061c9974ffa8d242ca18095d944~mv2.png/v1/fill/w_305,h_229,fp_0.50_0.50,q_95,enc_auto/16b3e4_d48fd061c9974ffa8d242ca18095d944~mv2.webp)
- Nov 30, 2023
- 3 min
Intrinsic Value vs. Market Value – What Do They Mean?
![](https://static.wixstatic.com/media/16b3e4_edf4e26c6b714884b89ed0b3ff074e8b~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/16b3e4_edf4e26c6b714884b89ed0b3ff074e8b~mv2.webp)
![What successful retirees do](https://static.wixstatic.com/media/16b3e4_edf4e26c6b714884b89ed0b3ff074e8b~mv2.jpg/v1/fill/w_306,h_229,fp_0.50_0.50,q_90,enc_auto/16b3e4_edf4e26c6b714884b89ed0b3ff074e8b~mv2.webp)
- Nov 30, 2023
- 3 min
What successful retirees do
![All About ESOPs (Employee Stock Ownership Plan)](https://static.wixstatic.com/media/16b3e4_9c32201b8ddc4660afe81318c18ce99e~mv2.png/v1/fill/w_305,h_229,fp_0.50_0.50,q_95,enc_auto/16b3e4_9c32201b8ddc4660afe81318c18ce99e~mv2.webp)
- Nov 16, 2023
- 3 min
All About ESOPs (Employee Stock Ownership Plan)
![](https://static.wixstatic.com/media/9420b8_408278bee1504211bbe79362f8b7a6f8~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/9420b8_408278bee1504211bbe79362f8b7a6f8~mv2.webp)
![Financial Planning & The Bible: Retire to Something - Not from Something](https://static.wixstatic.com/media/9420b8_408278bee1504211bbe79362f8b7a6f8~mv2.jpg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_auto/9420b8_408278bee1504211bbe79362f8b7a6f8~mv2.webp)
- Nov 7, 2023
- 5 min
Financial Planning & The Bible: Retire to Something - Not from Something
![](https://static.wixstatic.com/media/9420b8_92c68be0858b4f4098cb141154e840a8~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/9420b8_92c68be0858b4f4098cb141154e840a8~mv2.webp)
![Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers](https://static.wixstatic.com/media/9420b8_92c68be0858b4f4098cb141154e840a8~mv2.jpg/v1/fill/w_306,h_229,fp_0.50_0.50,q_90,enc_auto/9420b8_92c68be0858b4f4098cb141154e840a8~mv2.webp)
- Sep 26, 2023
- 6 min
Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
![](https://static.wixstatic.com/media/9420b8_0e56d194b7764f8cb15a48a323992f25~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/9420b8_0e56d194b7764f8cb15a48a323992f25~mv2.webp)
![Why Bonds Are Still Essential for the Retirees Portfolio](https://static.wixstatic.com/media/9420b8_0e56d194b7764f8cb15a48a323992f25~mv2.jpg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_auto/9420b8_0e56d194b7764f8cb15a48a323992f25~mv2.webp)
- 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)
![Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees](https://static.wixstatic.com/media/16b3e4_b2e8731a7a9a4ea2b8a432c0d8f5fc69~mv2.jpg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_auto/16b3e4_b2e8731a7a9a4ea2b8a432c0d8f5fc69~mv2.webp)
- Aug 31, 2023
- 3 min
Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
![](https://static.wixstatic.com/media/49699b_17766d7d73c847d1929b38abbf06f959~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/49699b_17766d7d73c847d1929b38abbf06f959~mv2.webp)
![15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?](https://static.wixstatic.com/media/49699b_17766d7d73c847d1929b38abbf06f959~mv2.jpg/v1/fill/w_306,h_229,fp_0.50_0.50,q_90,enc_auto/49699b_17766d7d73c847d1929b38abbf06f959~mv2.webp)
- Jul 2, 2023
- 6 min
15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?
![](https://static.wixstatic.com/media/49699b_793c46563e7744dcbad4a6c5e6758640~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/49699b_793c46563e7744dcbad4a6c5e6758640~mv2.webp)
![LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS](https://static.wixstatic.com/media/49699b_793c46563e7744dcbad4a6c5e6758640~mv2.jpg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_auto/49699b_793c46563e7744dcbad4a6c5e6758640~mv2.webp)
- Jun 11, 2023
- 5 min
LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
![](https://static.wixstatic.com/media/2e5591_b9a9b252517c4c8f837daec2a88bca91~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/2e5591_b9a9b252517c4c8f837daec2a88bca91~mv2.webp)
![INVESTMENT STRATEGIES AND THEIR BENCHMARKS](https://static.wixstatic.com/media/2e5591_b9a9b252517c4c8f837daec2a88bca91~mv2.jpeg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_auto/2e5591_b9a9b252517c4c8f837daec2a88bca91~mv2.webp)
- Apr 27, 2023
- 3 min
INVESTMENT STRATEGIES AND THEIR BENCHMARKS
![](https://static.wixstatic.com/media/2e5591_a84653a1ec4d40c595229e4854397713~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/2e5591_a84653a1ec4d40c595229e4854397713~mv2.webp)
![ORGANIZING YOUR FINANCES IN 2023](https://static.wixstatic.com/media/2e5591_a84653a1ec4d40c595229e4854397713~mv2.jpeg/v1/fill/w_306,h_229,fp_0.50_0.50,q_90,enc_auto/2e5591_a84653a1ec4d40c595229e4854397713~mv2.webp)
- Dec 22, 2022
- 3 min
ORGANIZING YOUR FINANCES IN 2023
![](https://static.wixstatic.com/media/2e5591_7c1bf96c4300421daf92483cc484792c~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/2e5591_7c1bf96c4300421daf92483cc484792c~mv2.webp)
![WHERE TO FOCUS YOUR RETIREMENT PLANNING](https://static.wixstatic.com/media/2e5591_7c1bf96c4300421daf92483cc484792c~mv2.jpeg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_auto/2e5591_7c1bf96c4300421daf92483cc484792c~mv2.webp)
- Dec 22, 2022
- 3 min
WHERE TO FOCUS YOUR RETIREMENT PLANNING
![](https://static.wixstatic.com/media/2e5591_95c2f04ffb3d496ab1b1733ca03ee4bd~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/2e5591_95c2f04ffb3d496ab1b1733ca03ee4bd~mv2.webp)
![HOW RISK TOLERANCE AFFECTS YOUR FUTURE](https://static.wixstatic.com/media/2e5591_95c2f04ffb3d496ab1b1733ca03ee4bd~mv2.jpeg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_auto/2e5591_95c2f04ffb3d496ab1b1733ca03ee4bd~mv2.webp)
- Dec 8, 2022
- 4 min
HOW RISK TOLERANCE AFFECTS YOUR FUTURE
![](https://static.wixstatic.com/media/2e5591_758a3e2090fd4b73b583cb7796c12391~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,lg_1,q_30,blur_30,enc_auto/2e5591_758a3e2090fd4b73b583cb7796c12391~mv2.webp)
![2023 RETIREMENT CONTRIBUTION BEST PRACTICES](https://static.wixstatic.com/media/2e5591_758a3e2090fd4b73b583cb7796c12391~mv2.jpg/v1/fill/w_306,h_229,fp_0.50_0.50,q_90,enc_auto/2e5591_758a3e2090fd4b73b583cb7796c12391~mv2.webp)
- Nov 25, 2022
- 3 min
2023 RETIREMENT CONTRIBUTION BEST PRACTICES