Investment Advisors

Being uninformed about financial matters and investment is OK. Staying uninformed is not. God has designated us as . . .

Good Stewardship 2

Money matters bring opportunity in couples for disagreement, discovering what matters when things are rocky, and the possibility to unify and become closer. Pick time for discussions when things are smooth.

Good Stewardship 1

Scripture says we are a steward overseeing what God has entrusted to us. That means paying attention to your finances is a God assignment. Something to do intentionally; with purpose.

Credit Card Fraud - Prevention

Being good stewards means we don’t reward theft.

Credit Card Fraud - Report

I recently had a rude awakening opening my credit card bill.

Tax Return

If you are receiving a tax return, look at that as a learning opportunity. Our government did not give you back your money, nor was it theirs to begin with.

Taxes Filed

You have filed your taxes and will soon know what you owe, or might get back. How cheerful are you about that?

Another Car

We encourage personal accountability. Making financial decisions based on you, your family, your needs, not wants. Don’t . . .

Wants VS Needs

Do you know the difference between wants and needs?

Quick Moves

Let’s address the matter of moving in retirement.

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