top of page


72(t) & Rule of 55: Options for Early Retirees
A new kind of retiree is emerging—the Everyday Millionaire, Generation 2.0. Raised on God’s wisdom and disciplined financial habits, they avoided debt, saved faithfully, and invested 15% of their income. Many will have more than enough to retire early. But retiring before age 59½ raises questions. The good news? IRS rules like 72(t) distributions and the Rule of 55 allow early access to retirement savings—without penalties—when used wisely and intentionally.

John-Mark Young
Jan 185 min read


Employer Annual Benefits Enrollment – What You Need to Consider - 2024
For most companies, the 4th quarter of the year is an essential time for registering for benefits. According to the Bureau of Labor...

Andrew Young
Oct 14, 20246 min read


Old 401k rollovers - What to do with them
One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

Drew Hodgson
Apr 22, 20243 min read


Investment strategies: Most common investment vehicles
What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....

Summit Puri
Feb 26, 20246 min read
bottom of page