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Guidance for Smart Investing

June 30, 2022

The term “smart investing” can strike fear in the hearts of clergy—but if this rings true for you, you’re in good company.

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Are you sabotaging your credit score?

Colin Nass, CFP®, AEP®, RICP®

March 30, 2022

Though it sounds counterintuitive, avoiding credit card use can hurt your credit score . . .

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The hidden costs of job relocation

Vincent J. Schera, ACC®, CCP®

February 01, 2022

As you make the momentous decision, you'll need to consider all the costs involved.

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Year-end tax planning tips

Rev. James R. Cook, CFP®, RICP®

December 07, 2021

We are now in the fourth quarter of the year, which means it is the perfect time to consider tax planning.

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Understanding the American Rescue Plan Act of 2021

June 30, 2021

In this article we will explain some of the key provisions contained in the act and how they may affect your finances.

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Translations of any materials into languages other than English are intended solely as a convenience to the non-English-reading public. We have attempted to provide an accurate translation of the original material in English, but due to the nuances in translating to a foreign language, slight differences may exist.

Las traducciones de cualquier material a idiomas que no sean el inglés son para la conveniencia de aquellos que no leen inglés. Hemos intentado proporcionar una traducción precisa del material original en inglés, pero debido a las diferencias de la traducción a un idioma extranjero, pueden existir ligeras diferencias.

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