by Steve | Sep 5, 2019 | Long-Term Care
As a CERTIFIED FINANCIAL PLANNERTM and someone guided by Christian beliefs, finding the balance between financial strategies and moral principles can be challenging. Consider the tension between growth and greed or savings versus hoarding—it’s a real struggle....
by Steve | Aug 29, 2019 | Healthcare
It’s that time of year again when healthcare costs tend to spike. According to a 2016 Commonwealth Fund study, healthcare expenses now make up over 10.1% of family budgets, a significant increase from just a decade ago. Despite this surge, healthcare costs are...
by Steve | Aug 22, 2019 | Healthcare
For many Americans, healthcare has become a significant expense in their budget, especially with the introduction of the Affordable Care Act (Obama Care), which led to skyrocketing health insurance premiums for millions who do not qualify for subsidies. However, a...
by Steve | Mar 18, 2019 | News and Updates
When you started saving in your 401(k)/403(b) plan, the thought of partnering with the Government likely never crossed your mind. However, that’s essentially what happened. Qualified retirement accounts (401(k), 403(b), IRAs) were initially attractive because...
by Steve | Sep 5, 2018 | Questions and Answers
I recently spoke with an NC State Employee who had worked for the State of NC for 30 years but was only 56. They had discussed retirement options with the State Retirement System and were under the impression they could start Social Security early. However, what they...
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