Financial Planning
Year-End Tax Planning Strategies
As we approach the end of the year, it’s wise to be mindful of the upcoming tax season. Of course, you’ll want to consider the tax impact of your financial decisions throughout the year, but December is the time for last-minute actions to maximize your tax savings or set yourself up for the year ahead….
Important Dates for Your Finances This Year
As the year winds to an end and you begin thinking of holiday plans, don’t forget about some important upcoming financial deadlines: December 6: Initiate 2024 Roth Conversions December 13: IRA withdrawals for 2024 income, including Required Minimum Distributions Stock gifts to charities or donor advised funds Qualified Charitable Distributions Gifts of assets to family…
Understanding Student Loans
In our most recent webinar, JMA was joined by Joseph Schmidt, a Certified Student Loan Professional, who operates a student loan consulting firm in southern Arizona. Joseph was kind enough to share his time and wisdom with us regarding topics that are important and timely to young people and their parents: saving for college, maximizing…
What Is Biblical Financial Planning?
When you work with John Moore Associates, you work with a team of financial advisors who use biblical principles to guide clients in their money management decisions. But what does biblical financial planning entail, exactly? For that matter, what does financial planning even mean? Before you entrust us with your financial well-being, having a clear…
Marriage & Money: The Importance of Communication
Marriage is about far more than love and companionship. It’s a partnership that forms the foundation of a family, and it may be the most important contract you ever enter. Disagreements over financial values, long-term goals, or spending habits can create a lot of stress in your relationship and affect every area of your life….