Money Matters
Financial Tips for First-Time College Students
Money Matters Sending your child to college is an exciting milestone filled with new experiences and opportunities for them to grow. For many families, it’s also the first time your student will be managing their own money independently. With a few simple strategies, you can guide them to take control of their finances and avoid …
Investing with Heart: Find a Financial Advisor Who Shares Your Values
Money Matters When it comes to managing your money, there’s more to consider than just the bottom line. For many people, investing isn’t only about building wealth or reaching goals- it’s about making sure their dollars support charitable causes and principles that are in line with their closely held values. Whether your focus is on …
5 Moves for Young Investors
Money Matters If you’re just beginning your career, what are your financial priorities? You might have student loans to deal with. You may be thinking about saving for a down payment on a house. These are certainly significant issues, and yet, you shouldn’t ignore your long-term goals, such as retirement- which is why you may …
Keep Voting for Solid Investment Moves
Money Matters It’s election season again. We’ve heard many promises from candidates and speculation from the pundits on what those promises if enacted, could mean for the country. But how might these possible outcomes affect your financial future? When considering this question, keep these points in mind: Campaign promises aren’t always kept. Presidential candidates often …
Rise in Child Identity Theft: What You Need to Know
Money Matters We all have heard stories about identity theft, and especially how elderly individuals are so heavily targeted. There is a growing trend of identity theft, but the target is children and their Social Security numbers. When your child’s Social Security number has been compromised due to identity theft, this can cause significant difficulty …
Stewardship Beyond Your Lifetime
Money Matters When considering the principles of stewardship, you might first think of budgeting or investing. These are certainly worthwhile considerations. However, it is also wise to consider components of stewardship that extend beyond a lifetime. When planning for your estate, here are a few elements to keep in mind. Are your estate planning documents …
529 Plans Offer Benefits in all Markets
Money Matters A new school year will soon begin. And if you have young children, that means it’s one year closer to the day when they head off to college or another post-secondary education or training. You might be preparing for that day with a 529 education savings plan — but should you be concerned …
What is God’s Story for Investing?
Money Matters In all of Christian life, we have two competing stories in front of us that shape the way we view concepts like investing. First, we have God’s story, rooted in the Bible. God’s story helps us move beyond just financial returns—to the how, who, and why behind our investment strategies. Alternatively, the world’s …
Financial Freedom: A Gift to Your Family
Money Matters Here’s a sobering statistic: 72% of retirees say one of their biggest fears is becoming a burden on their families, according to a study by Edward Jones and the consulting firm Age Wave. If you are near retirement, how can you prepare yourself to become financially free, so you won’t have to depend …
