NEW Bluffton Location
117 E Elm Street
12/11/2018 - New IRA Limits
11/27/2018 - Personal Financial Audit
11/14/2018 - Asking Caring Questions
10/16/2018 - Products and Registrations
09/18/2018 - 4 Killer Questions - How to Cut Through the Rhetoric
09/05/2018 – What to do with Small Amounts of Money
08/21/2018 - Who is your God?
08/09/2018 - Sitting on the sidelines
07/24/2018 - Time Value of Decisions (2nd Part)
07/10/2018 - Time Value of Decisions
06/26/2018 - Who could unravel the mess?
6/12/2018 - Discipling in and through Social Media
05/29/2018 – Filling the gap
05/15/2018 – Coaches
05/01/2018 - Stuff
04/14/2018 - Caregiving and its impact - by Kathi Dunlap
04/10/2018 - What to do if your cell phone is lost or stolen
03/30/2018 - Does it bother you to call Good Friday 'good'?
03/13/2018 - Spring, Glorious Spring!
02/27/2018 – Volatility—Rapid and Unpredictable
02/13/2018 - A Valentine Collection
01/30/2018 - 5 Key Facts About the New Tax Bill
01/16/2018 – People who have it all together...
12/29/2017 – 3 Changes to Consider as you Prepare for 2018
12/19/2017 - The Best Gift You Can Give Yourself
12/05/2017 – Top 10 Pain Points People Face at Work
11/28/2017 – Need Security?
10/24/2017 - Understanding Inherited IRAs
10/19/2017 – A Retirement Plan... or a College Plan?
10/10/2017 - Do you know someone who could benefit from a STABLE account?
09/26/2017 – Could Insurance Save Your Retirement?
09/12/2017 - Could Education Debt Shrink Your Social Security Income?
08/28/2017 - High School Sports and Families that Cook
08/15/2017 - Mentoring Moment: 10 benefits of having a spiritual mentor
07/18/2017 – The Many Facets Involved in Financial Planning
07/18/2017 - When Baby Boomers Become Elders
06/16/2017 - Can Your Life Insurance Policy Help You Out in Retirement?
06/07/2017 – How Do You Start the Conversation That No One Wants to Have?
05/23/2017 - Rebuilding Communities from the Ashes, Part 2 (excerpts)
05/15/2017 - Is Social Security Coming Up Short for Retirees?
05/09/2017 - Rebuilding Communities from the Ashes, Part 1 (excerpts)
04/25/2017 – Human Flourishing - God's Design
04/15/2017 - Why You Might Not Want a Lump-Sum Retirement Payout
03/21/2017 – The A, B, C, & D of Medicare
03/15/2017 – Giving Retirement Some Thought
03/14/2017 – Annual Tax Guide - A Guide to 2017 Tax Law Changes (and More)
03/14/2017 - In-Service Withdrawals from Employee Retirement Plans
03/01/2017 - What Could You Do With Your Tax Refund?
02/17/2017 - Retiring with an Age Difference
01/31/2017 – Moving Into a Nursing Home Facility
01/24/2017 - Best bang for your refund buck?
01/15/2017 - Can You Work Your Way into Retirement?
01/03/2017 - IRA Rollovers for Lump Sum Pension Payouts
12/15/2016 - Teamwork Counts for Couples Close to Retirement
12/08/2016 - Mid-Life Money Errors
11/25/2016 - Retirees Are Racking Up Credit Card Debt
11/15/2016 - Retirement In Sight
11/08/2016 - What Expenses Could Change When You Retire?
10/25/2016 - Productivity
10/19/2016 - Giving Retirement Some Thought
10/11/2016 - Profit is not your Reward
09/27/2016 - Tell Your Beneficiaries About Your Accounts and Policies
09/13/2016 - The Importance of Life Insurance Audit
08/23/2016 - How Millenials Can Get a Good Start on Retirement Planning
08/17/2016 - Seeking your understanding!
07/05/2016 - 'Never' too soon & World magazine
06/30/2016 - Brexit Update
06/21/2016 - Work for the National Parks & Grocery Delivery 101
05/24/2016 - At 90, you earn the right to give advice...
05/10/2016 - Career Test online & The Party
04/26/2016 - 7 Habits of Healthy Couples & Online Billpay Services
03/24/2016 - Mandatory Depression Screening & For the Beauty of the Earth
03/01/2016 - March Newsletter & Time to Vote
02/17/2016 - FAFSA and Teens & Taxes
02/02/2016 - Groundhog's Day & Memories
01/19/2016 - Laws of Life & Investing 101
01/05/2016 - 100 Great Ways to Save Money & Peace