Creating an employee benefits package is an important method for a business to attract skilled, loyal employees. However, doing so can...

We’ve previously discussed both 401k plans and IRA plans (both traditional and Roth). In this article, we’d like to briefly compare the...

When individuals or businesses seek financing for investment properties, they often turn to lenders like banks, credit unions, or private...

What is an Endowment Fund for a Church? A church endowment fund is a dedicated pool of assets, typically comprised of donations, gifts,...

In this post, we thought we’d look at a specific type of investment, the mutual fund. In simple terms, a mutual fund is a type of...

Risk Appetite is a term used to describe an individual's or an organization's willingness and ability to tolerate and manage financial...

We’ve recently been looking into the aspects of investment planning and how it relates to both risk management and financial planning in...

We’ve spoken a great deal about investment planning in general. In this article, I thought we might examine some of the process of...

Financial planning and investment planning are closely related concepts, but differ in key ways. Since we’ve been discussing so much of...

We’ve been examining the concepts of financial freedom , financial independence , and the Financial Independence, Retire Early (FIRE) ...

We recently covered financial independence. In this article, we examine financial freedom, a similar & often related concept. Financial...

Buying real estate can be a complex and arduous process and deserves thoughtful consideration before proceeding. A financial advisor can...

Alright, so you’ve got an idea of what you’re trying to do, whether that’s purchasing a house, planning for retirement, or setting up a...

A 457(b) plan is a type of retirement savings plan offered by certain employers, typically government and tax-exempt organizations such...

Investment planning is a critical aspect of managing your financial future. It involves setting specific goals and creating a strategy to...

Retirement is our topic of the day today, so we thought we’d dive into one of the most common retirement accounts available. A 401(k) is...

We continue our discussion of financial advising in this article with a vital conversation about how to choose a financial advisor....

Since we recently covered risk management in another of our blog posts, we thought it would be a good idea to dive into the natural...