Guaranteed Income for Life!
“You don’t retire based on your assets. You retire based on your income.” If you recognize this phrase, you have likely had a conversation about purchasing an annuity. The logic is sound. You are retiring; therefore, you are losing your earned income. You are losing your earned income; therefore, you need to create your own…
Read MoreToday’s Top-Heavy Market
If you’ve been keeping an eye on market news this year, you may have noticed the trendline for the S&P 500 looks a bit different than what you’re probably seeing on your investment returns. You might also be a bit confused about what direction things are heading. Despite talk of recession and the failure of…
Read MoreTax-Planning Tips for the Year Ahead
Now that Tax Day has come and gone, you may be eager to avoid thinking about the topic for a while. If you faced any unexpected tax bills or a lower refund than you anticipated, you may still be reeling from the surprise. But as tempting as it may be to put off tax planning…
Read MoreBiblically Responsible Investing
The way you use your wealth impacts the world around you. That’s a core philosophy of John Moore Associates, and many of the clients we serve. As Certified Kingdom Advisors®, we believe in practicing good stewardship of your resources and applying biblical principles to wealth management. That includes being conscientious of how you’re spending your…
Read MoreNavigating the Complexities of the SECURE 2.0 Act
In 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act sought to close the retirement savings gap and help more people save. This year’s SECURE 2.0 Act builds upon that foundation with a robust package of new rules designed to provide more opportunity and flexibility to workers planning for retirement. This is a…
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