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Helping You Better Understand Your Financial Needs and Investment Strategies
3 Financial Red Flags Church Leaders Shouldn’t Ignore
For pastors, clergy, and church administrators, serving others often comes before everything else, including personal financial planning. Yet ignoring your own financial health can create challenges that affect [...]
What Is Indexed Universal Life Insurance (IUL)?
If you’re familiar with term life insurance, you know it’s like renting coverage: you pay for protection for a set period, and if you pass away during that [...]
How Do I Know If a Life Insurance Policy Is Too Expensive?
When you’re living on a fixed or semi-fixed income in retirement, every expense matters. It’s natural to ask, “Is my life insurance worth what I’m paying?” The answer [...]
Liquidity, Life Insurance, & Your Retirement
When you think of life insurance, you probably picture it as a payout your loved ones receive after you’re gone. But certain types of life insurance, namely permanent [...]
The Role of Life Insurance in a Stable Retirement
Retiring today can feel like stepping into uncertainty. With volatile markets, rising costs, and the unpredictability of healthcare or tax changes, many pre-retirees are understandably nervous. But one [...]
Life Insurance in Retirement 101
When most people think of life insurance, they picture it as a safety net for working years, protecting savings and providing for dependents. But life insurance can also [...]
How the OBBB Could Affect Your Healthcare Situation
When it comes to retirement planning, long-term care is one of the most overlooked and expensive needs. And for many retirees, Medicaid has historically been a financial safety [...]
How Could the One Big Beautiful Bill Impact Taxes for Retirees?
The One Big Beautiful Bill (OBBB) includes several tax changes that directly affect retirees, especially how their Social Security is taxed, how much of their income is shielded [...]
Educating Pastors on Navigating Their Finances with Keely Rule and Bill Bunkley
Our Media LISTEN ON-DEMAND Educating Pastors on Navigating Their Finances with Keely Rule and Bill Bunkley Keely Rule, Principal Partner of Simplicity Guardian, joins [...]
