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…
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…
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…
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