Biblically Responsible Investing (BRI) is an investment practice that filters out companies engaged in activities that conflict with biblical values. There are several different organizations that define various activities which do not represent Christian values. Some of the common activities BRI … [Read more...] about WHAT IS BIBLICALLY RESPONSIBLE INVESTING?
Financial
HEALTHCARE IN FINANCIAL PLANNING
One of the most costly living expenses for many Americans is health care. In some cases, your employer may pay for all or a portion of your insurance costs, but what if your circumstances are different? Often when discussing retirement or even a career change with clients, one of the most … [Read more...] about HEALTHCARE IN FINANCIAL PLANNING
PLAYING THE TAX GAME
AUGUST 3, 2023 JUSTIN MEYERTAX Let's face it; no one enjoys paying taxes. Often I’m asked about managing money in a way that avoids taxes altogether. I’m here to tell you that there is no secret sauce. I think that people have the wrong idea about their taxes. It is not a matter of … [Read more...] about PLAYING THE TAX GAME
NOT YOUR GRANDPARENTS’ 529
When it comes to planning for your education, there is no better vehicle than a 529. A 529 is a tax-advantaged account designed to help pay for education. 529 Plans grow tax-deferred, and withdrawals are tax-free if they are used for qualified educational expenses. The downside if proceeds are … [Read more...] about NOT YOUR GRANDPARENTS’ 529
FIRST QUARTER MARKET UPDATE: A GOOD START
Spring is in the air! Birds are chirping, the grass is turning green, and the weather is warming! If that is not enough to put you in a good mood, the stock market's direction this year should help. After a tumultuous 2022, the market kicked off January 2023 with a bang. Stocks and bonds alike … [Read more...] about FIRST QUARTER MARKET UPDATE: A GOOD START
WHAT TO CONSIDER WHEN CHOOSING A BANK
Choosing a banking institution seems like a simple enough task. Many people have banked with the same institution since their first job (or the same lineage of institutions after various acquisitions). However, just because something is familiar doesn’t mean it fits your needs. This article … [Read more...] about WHAT TO CONSIDER WHEN CHOOSING A BANK
FOURTH QUARTER MARKET UPDATE- A QUICK LOOK BEHIND AND A LONG LOOK AHEAD
By no measure was 2022 a good year for investors. The bond market had its worst year ever (depending on which index you use), and the S&P 500 was down 18.11%. When stocks and bonds are both down significantly, this creates a problem for investors with the “traditional” 60/40 stock/bond … [Read more...] about FOURTH QUARTER MARKET UPDATE- A QUICK LOOK BEHIND AND A LONG LOOK AHEAD
WELCOME 2023! UPDATES IN FINANCIAL PLANNING
2022 has been a challenging year! We’ve seen markets hit lows with virtually every market segment falling in value, including bonds. Inflation skyrocketed, hitting rates the US has not seen in 30 years. The most recent Consumer Price Index numbers were released this morning, reflecting a 7.1% … [Read more...] about WELCOME 2023! UPDATES IN FINANCIAL PLANNING
DoorDash to lay off 1,250 corporate employees
DoorDash announced on Wednesday that it will be laying off about 1,250 corporate employees after growing its team too quickly during the pandemic, making it the latest tech company to cut staff in recent weeks. This is a Summary to read the full article click Here. … [Read more...] about DoorDash to lay off 1,250 corporate employees
THE RIPPLE EFFECT OF INFLATION: IRS ANNOUNCES TAX INFLATION ADJUSTMENTS FOR 2023
There is no doubt that the rapidly growing inflation rates seen around the world in 2022 have severely impacted Americans. September 2022 numbers show the US inflation rate hovering at about 8.2% for the previous 12 months(1) as American families struggle to keep up with rising … [Read more...] about THE RIPPLE EFFECT OF INFLATION: IRS ANNOUNCES TAX INFLATION ADJUSTMENTS FOR 2023