Three things to do now. Know Your Numbers In order to retire well, you need to know your own expectations. How much do you anticipate…

Harvest parties, turkey trots, and Christmas festivities are right around the corner. Most churches can't pull off these seasonal events without a group of volunteers.…

Part 1: Be Prepared for the Unexpected. Financial stability is essential for long-term growth. One key measure of financial stability is having a financial cushion—a…

We asked the tough question, and you answered. In a recent newsletter poll, we asked when people expected to retire. While almost half expect to…

If you are heading to Orlando later this month, we invite you to come by our booth. We would love to see you. Our consultants…

Have you heard of Lifestyle Inflation? If you have not heard this phrase, you probably know the feeling. Some may call it “keeping up with…

Major data breaches are occurring on a regular basis. The Identity Theft Resource Center reported a total of 1,244 breaches in 2018; click here to…

Summer is here—a time of vacations, swimming, and fun in the sun. Many churches and districts also host annual summer camps for both children and…

April was Financial Literacy month and we wanted to see how literate the average person is related to finances, so we created a quiz and…

Did you pay more taxes than expected this year? Check out the short list below of what you can do now to reduce your 2019…