Investing with Impact
At John Moore Associates, we are blessed to work with families who strive to express their heartfelt values, including their faith, in every aspect of life. Many of our clients already live out these convictions through charitable giving, aligning their financial blessings with their heart for generosity. Traditionally, this alignment has also meant screening out…
Read MoreUsing 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…
Read MoreLife Insurance as an Act of Stewardship
A few years ago, I sat down with a couple who were both schoolteachers. They had recently purchased permanent life insurance policies, sold to them as a kind of financial Swiss Army knife: life insurance, retirement savings, college savings, even a pseudo bank account, all in one. The promise? Tax-free growth and flexible use. But…
Read MoreThe Often-Overlooked Steps When Starting a Business
As we celebrate the birth of our nation each July, we’re reminded of the vision, values, and determination it took to establish something entirely new. Starting a business may not involve drafting a declaration or leading a revolution, but in many ways, it’s a similar endeavor. Both nations and businesses begin with a core set…
Read MoreClaiming Wisely: Social Security & Income Planning
I recently met with a couple who, like many nearing retirement, assumed the best approach was to start Social Security as soon as they were eligible. Their logic was simple: “We’ve paid into the system all these years. Let’s start getting something back.” It’s a common mindset. But when we took a step back and…
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