Roth Conversions Aren’t One-Size-Fits-ALL: Understanding the Right Approach
There is no such thing as “drive-by” tax planning. Personal finance is incredibly personal, and your situation is unique.
There is no such thing as “drive-by” tax planning. Personal finance is incredibly personal, and your situation is unique.
How do you reconcile your head and your heart when the two seem at odds—especially when money is involved?
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
Financial markets, news, social media, and even the church potluck are saturated with commentary. Intelligence and information are common; discipline is scarce.
Christmas has a way of softening time. It invites us to remember where we came from and who helped shape us.
In my 50 years of life, the Christmas season has changed — not only for me personally, but in society as a whole. What was once a tradition-focused, family- and community-oriented season has slowly shifted into something more secular and convenience-driven. Here are my memories of Christmas over the past five decades — the trends,...
“The birth of Christ is the central event in the history of the earth—the very thing the whole story has been about.” —C.S. Lewis
Of course, Christmas isn’t about presents or excess. It’s a time to show love, gratitude, and appreciation—for our families and for the blessings God has given us.
Thanksgiving was born out of hardship, meant to unify the nation, and still serves as a reminder to be grateful and united today.
You’ve probably been on a road trip with a gaggle of kids before and heard the question, “Are we there yet?” Whether they were your own children, nieces and nephews, or maybe it was you asking when you were a kid, it’s a familiar concept. When you’re on a road trip, the question banging around...