Does Having Money Make Me a Better (or Worse) Christian?
A few years ago, I surveyed the young adults at my church, expecting to hear the usual money concerns: student loans, budgeting, saving for a first home. But what I didn’t expect were the deeply spiritual and personal questions: Does having a lot of money make me a bad person? Is it selfish to earn…
Read MoreThe “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…
Read MoreRetirement Plans for Business Owners
Most solo entrepreneurs work tirelessly to build something lasting, yet many miss key opportunities to secure their own financial future. Not long ago, I sat down with a business owner who had been faithfully saving for years. She had done everything “right” according to the advice she’d received: setting aside money diligently in a taxable…
Read MoreDemystifying 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…
Read MoreIs the FIRE Movement Burning Too Bright?
Wouldn’t it be nice if you could just focus on the things you’re passionate about and not worry about earning a paycheck? That idea is what draws many people into the FIRE movement, or “Financial Independence, Retire Early.” On the surface, it sounds ideal: save aggressively now so you can leave the workforce in your…
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