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Helping You Better Understand Your Financial Needs and Investment Strategies
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 [...]
A Pastor’s Guide to Navigating a Salary Conversation
Salary discussions can be sensitive, particularly for pastors who must balance financial needs with spiritual and communal responsibilities. Engaging in these conversations with a church board requires a [...]
Tips to Determine Your Retirement Lifestyle
Retirement marks a significant transition in life, offering the freedom to shape a lifestyle that aligns with your aspirations and financial capabilities. However, picking your lifestyle involves careful [...]
The Value of Staying Active in Retirement and How to Do It
Retirement marks a significant milestone in one's life, offering an abundance of free time that can be invested in hobbies, interests, and activities that promote physical health and [...]
Five Ways to Keep Your Mind Sharp This Year
Through the affiliated non-profit network of minsters, Guardian Promise, one of our key focuses is helping our clients understand the importance of living a healthy and balanced life. [...]
