Financial Planning
Who Are You Becoming?
A Faithful Framework for Goal Setting in 2026 As the calendar turns from December to January, we’re often flooded with talk of resolutions, goal setting, and “new year, new you” energy. But here at John Moore Associates, we find this season to be more than just a chance to set new goals; it’s an invitation…
Beyond Retirement: A Biblical Perspective for a Modern Age
A client recently told me, “I thought retirement would be the reward after a life of hard work. But instead of feeling free, I feel lost.” This honest reflection isn’t uncommon. Hard-working people often dream of retirement only to feel purposeless at the end of their working years. For many, the concept of retirement has…
Arizona Tax Credits Offer Tax Savings: 2025 Update
A new year, another chance to trim your tax liability. We first wrote about Arizona’s unique tax credits and the tax savings they can provide in 2022. This program is ongoing. We wanted to remind our Arizona clients of what these taxes are, how they work, and the updated figures and deadlines for the 2025…
Time to Be Intentional with Year-End Planning
As the leaves fall and the calendar edges closer to December 31st, many of our clients begin asking the same question: “Is there anything I still need to do before year-end? And do I still have time to get everything done?” The good news is yes-there’s still time to be intentional about your charitable giving,…
Demystifying Medicare for Retirees
Aging and healthcare are two topics that go hand-in-hand, and which can be confusing to navigate. In this webinar, JMA’s Cole Leonida joins David and Carol Beth Stewart of Black Bear Insurance to unpack the complexities of Medicare and the role it plays in retirement planning. Drawing on years of expertise serving clients across the…