On October 6, 2017, a federal judge in Madison, Wisconsin struck down the Ministers’ Housing Allowance as unconstitutional. Currently, the ruling only applies to ministers in three…

Overestimating Your Tolerance for Risk. In the final part of this 3-part series, we sat down with Kyle Dana, AGFinancial’ senior vice president of Retirement…

We are excited to announce new online features within the redesigned website for AGFinancial! Our new online features are designed to help keep you connected…

Focusing on Timing Instead of Time In the second of a 3-part series on the biggest mistakes investors make, we sat down with Kyle Dana,…

Investing with Your Emotions. In this first of a 3-part series, we sat down with Kyle Dana, AGFinancial’ Senior Vice President, Retirement and Investments, to…

Planning for retirement involves a little number-crunching. You may know your cholesterol number or blood pressure. You have a pretty good idea of your weight…

About 40 million Americans receive a tax refund each year, and according to the IRS, the average tax refund was about $3,000 for the 2015…

Here’s how it works: 1. Contact a retirement consultant to discuss plan options and design a plan specific to the unique needs of your church…

Investing and saving for retirement is an essential step toward a financially secure future, and an Individual Retirement Arrangement (IRA) is the most common way…

Many Americans end up with two or three retirement accounts due to changing employers or opening IRAs. A rollover is an ideal tool for simplifying…