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Intrinsic Value vs. Market Value – What Do They Mean?

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

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November 30, 2023

Intrinsic Value vs. Market Value – What Do They Mean?

What successful retirees do

Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

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November 30, 2023

What successful retirees do

Why Investors Can Be Thankful After a Volatile Year

Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

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November 21, 2023

Why Investors Can Be Thankful After a Volatile Year

What is Gift Split, should I Gift Split, and when should I Gift Split?

What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...

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November 16, 2023

What is Gift Split, should I Gift Split, and when should I Gift Split?

All About ESOPs (Employee Stock Ownership Plan)

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

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November 16, 2023

All About ESOPs (Employee Stock Ownership Plan)

What Is A Brokerage Account?

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

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November 16, 2023

What Is A Brokerage Account?

College Planning Monthly Update: November 2023

When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...

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November 11, 2023

College Planning Monthly Update: November 2023

How to Choose Your Financial Advisor

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

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November 9, 2023

How to Choose Your Financial Advisor

It’s the most wonderful time of year – Christmas and Holiday Prepping Season!

With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...

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November 9, 2023

It’s the most wonderful time of year – Christmas and Holiday Prepping Season!

Financial Planning & The Bible: Retire to Something - Not from Something

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

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November 8, 2023

Financial Planning & The Bible: Retire to Something - Not from Something

The best cost-saving tips to experience an in-person sporting event

Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

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November 2, 2023

The best cost-saving tips to experience an in-person sporting event

Commonly Used Investing Terms That All Investors Should Know

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

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November 2, 2023

Commonly Used Investing Terms That All Investors Should Know
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