The Looming Danger of All the Investment Fees You Don’t See

This article was writen by Jeff Sommer and appeared on The New York Times’ website on May 7, 2016. You can find the original article here. Stay the course, pay attention to the big picture, and don’t sweat the details. That string of mantras makes sense for saving and investing, but only up to a […]

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Mystery Adds Meaning by Eric Wahl

The Following has Nothing to do with Your Retirement $$$ The following is a blog post from one of our favorite artists, Eric Wahl. And while it may not be directly related to anything financial, it is a wonderful reminder to never let go of a sense of wonderment. Click the title below to visit […]

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Boomers Aren’t Terribly Happy, and It Shows (in 5 Charts)

This article was originally written by Warren S. Hersch for LifeHealthPro, and published on April 27, 2016. You can find the original article here. If one thing has become glaringly evident in this long-running election season, it’s the broad discontent among Americans about their financial circumstances. The sentiment is notably strong among those at greatest […]

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10 Critical Tax Issues for 2016

Since the tax deadline just passed, we know everyone is tired of hearing and thinking about taxes, but as Ben Franklin said, “In this world, nothing can be certain, except death and taxes.” We found this article at LifeHealthPro that looks forward to next year’s potential tax issues. This article was written by Michael S. […]

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Tax Time is No Time to Go Cheap

This article may be from last year, but it still has relevance since tax time comes around every year. This opinion piece was written by Daniel Williams for LifeHealthPro, and was originally published on March 19, 2015. You can find the original article here. Ah, tax time. Isn’t it the most wonderful time of the year? […]

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15 Most Overlooked Tax Deductions

We found this article at ThinkAdvisor, originally posted on March 21, 2016. As tax day approaches, there’s often a scramble to find just one more tax deduction to lighten the burden on the bottom line. While leaving the search till the last minute is definitely not the best way to proceed — since many strategies […]

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Millennials’ New Retirement Number? $1.8 Million (Or MORE!)

This article was written by Robert Powell of Retirement Weekly for USA Today. It originally appeared on March 29, 2016 on USA Today’s website: Millennials have more than enough financial worries. Now they can add about 2 million more to their list. That’s how much many might need to save to retire. Older Millennials — […]

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Longevity In America: It’s a Whole New Age

 “You’re not getting old; you’re getting ready.” -Ernestine Shepherd, the world’s oldest female competitive body builder.   The numbers are in, and people are living longer! The CDC calculates that overall life expectancy in the U.S. is presently 78.7 years, with women outliving men by an average of 5 years, or 81 years vs. 76 […]

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How to Live Long and Prosper

“Aging is not lost youth but a new stage of opportunity and strength.” –Betty Friedan Leonard Nimoy and the Changing Face of Growing Older in America If you watched the Oscars this past weekend, you may have seen Leonard Nimoy’s face during the In Memoriam segment. When Leonard Nimoy left us last year, the whole […]

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The Consumer Price Index and the Truth About Inflation

“By a continuing process of inflation, government can confiscate, secretly and unobserved, an important part of the wealth of their citizens.” – John Maynard Keynes Whether we’re rich or poor, thrifty or overextended, inflation is as inevitable as death or taxes. But how high IS inflation? Is the Consumer Price Index a reliable guide? And […]

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A good man leaves an inheritance to his children’s children, but the sinner’s wealth is laid up for the righteous. ~Proverbs 13:22

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“There are times in our lives when we know the divine hand of God is directing our paths. From my initial contact with Rebecca, I knew that divine providence was at work. Thank you Becky, for sharing with my wife and I. Our prayers are that others will be blessed by your heart felt desire to prepare them for their financial future as you have ours.” Pastor Richard W., Little Rock, AR

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