Money Matters
Does Your Financial Plan Make Tax Sense?
Money Matters As the April tax deadline approaches, many households find themselves wondering if they are paying more taxes than necessary. Here are a few high-level concepts to keep in mind. Retirement planning: When allocating 401(k) or IRA contributions between Roth or traditional accounts, it can be difficult to know which is better. Assuming that …
Spring Cleaning Your Financial Environment
Money Matters Spring is almost here, which means it’s time for spring cleaning. This year, in addition to tidying your home, you might want to consider sprucing up your financial environment. Here are some suggestions for doing just that. Improve your vision. Once the days are warmer and longer, you may want to get outside …
Navigating Finances and Family Dynamics
Money Matters As most of us have experienced in one way or another—families can be hard. Add in money, and any issue your family is having will be amplified. There is no one-answer-fits-all because human emotions are fluid, and relationships can be complicated. Whether navigating financial matters with children, aging parents, or extended family, biblical …
What Should You Ask a Financial Advisor?
Money Matters Managing your finances and investing for your future are important tasks — and they can be challenging, but you don’t have to go it alone. Many people benefit from working with a financial advisor, someone who knows their needs and goals and makes appropriate recommendations. If you’re considering getting some help, here are …
4 Steps to Make Your Tax Filing Easier
Money Matters During the month of January, Pelham’s Benefield & Hamner, CPA offers these four simple steps to make your tax filing easier this year. Make a file or area to gather all tax information together as you receive it throughout the month. Make sure your contact information is correct with your tax preparer. Request …
Seven Year-End Financial Moves
Money Matters How do we honor the Lord with our stewardship at Christmas and as we plan for the new year ahead? Here are seven year-end financial moves to consider. Rest your heart. Contentment grows as we trust God’s leading. I’ve found that Galatians 5:16 presents a wise heart posture for biblical stewardship as Paul …
Should You Downsize When You Retire?
Money Matters The issue of downsizing is one that many retirees will consider. If you have children, and they’ve grown and left the home, you might find yourself with more space than you really need. Of course, this doesn’t necessarily mean you must pack up and scale down yourself. You might love your home and …
Is a Donor-advised Fund Right for You?
Money Matters You can find many ways to support charitable organizations. One method that’s gained popularity over the past few years is called a donor-advised fund. Donor-advised funds are not appropriate for everyone, but if you’re able to make larger charitable gifts, you might want to consider this strategy. Here’s how it works: Contribute to …
What Trajectory Are You On?
Money Matters Brought to you by: OneAscent Wealth, www.oneascentwealth.com According to data compiled by TechJury, almost half of Americans report that they are workaholics. 77% say they’ve experienced career burnout. Nearly 66% of workers admit that they don’t have the work-life balance that they really need. A simple question to consider: is this life to …
