Kaile Judge, Assistant Financial Advisor | CFP®
A Guide to Short-Term Savings Goals
Last month, we explored the importance of finding balance between your goals and priorities-recognizing that financial planning isn’t about choosing one thing at the expense of everything else, but about aligning your resources with what matters most in each season of life. This month, we’re taking a closer look at one specific type of goal:…
2025 Economic Recap: What the Numbers Teach Us About Faithful Stewardship
In Genesis, God commands humanity to “work and keep” the garden (Genesis 2:15), a call to cultivate and steward creation. This biblical principle extends beyond farming; it shapes how we approach everything entrusted to us, including money and material resources. With economic headlines often feeling distant or confusing-“interest rates rise,” “inflation slows,” “GDP contracts”-it’s easy…
The “Passive Income” Myth
A few years ago, a client in their twenties told me excitedly: “I’m going to buy a rental property, and then I won’t really ever have to work-just collect checks and continue to buy more rental properties.” That dream is alluring, especially in a culture saturated with quotes like “make money while you sleep” or…
Using Student Loans Responsibly
Student loan debt is a hot-button issue for many. If you ask your older friends, family members, and people in your community, you’ll likely get conflicting advice about whether college is worthwhile and how to approach paying for classes-and student loans are often a big part of that conversation. Taking on such a major debt…
Understanding Employee Benefits
Starting your first “real” job comes with a lot of firsts: your first steady paycheck, your first professional responsibilities, and your first experience navigating employee benefits. You’ve probably heard terms like 401(k), health insurance, and disability coverage, but they may not have felt relevant-until now. It’s easy to put benefits on the back burner when…