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The "B" Word Thumbnail

The "B" Word

No, I’m not talking about that “B” word! I’m talking about that curse word that most advisor’s broach with their clients, BUDGET. Now, I’m not talking about a budget in the sense that everyone has to have an itemized spreadsheet with dollars allotted for each activity, spending countless hours a week micromanaging. Generally its having an idea of how much income is coming in and expenses that are going out every month. To be frank, when you retire not only will you have to know your personal budget but also live within it. Otherwise you run the risk of running out of money.

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How is FSG Different When it Comes to Helping the Retiree? Thumbnail

How is FSG Different When it Comes to Helping the Retiree?

A question I often ask myself is, “How can I set myself apart from a ‘typical’ financial advisor?” When I have had discussions with clients about their past experiences with other financial advisors, I often find consistent communication with that advisor dwindles after the first year.

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Easy Tax Savings you are Likely Missing- Don't Overlook QCDs Thumbnail

Easy Tax Savings you are Likely Missing- Don't Overlook QCDs

In my opinion, QCDs are one of the most underutilized tax strategies around today. This is especially true with the new tax law. Those who qualify and are already giving to charity often get significant tax savings with little-to-no downside by utilizing them. In this article, I will go through some basics of QCDs and three ways they can save a taxpayer's money.

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How to Enjoy Retirement and Still Provide a Legacy Thumbnail

How to Enjoy Retirement and Still Provide a Legacy

For retirees that wish to truly enjoy their retirement but still want to provide a legacy, setting priorities and finding a balance will be key. Most would agree that ensuring one's stability in retirement should be the top priority. The first step to ensuring you can enjoy retirement is to make sure you have enough money saved in the right type of accounts to make this happen.

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Social Security - What You Need to Know Before You Claim Thumbnail

Social Security - What You Need to Know Before You Claim

The key to good decision making is about putting the odds in your favor. There are very few sure things in this life and the best we can do is make educated decisions. We make the choices not to smoke, to eat healthily or to exercise not because it guarantees that we won't have health problems but because it increases our odds of living a long and healthy life. We should look at claiming Social Security, and most other financial decisions, in the same light.

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What is Biblically Responsible Investing Thumbnail

What is Biblically Responsible Investing

Biblically Responsible Investing (BRI) is an investment practice that filters out companies engaged in activities that conflict with biblical values. How to determine if a BRI investment strategy right for you & how to get started.

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