Mildred Smith of Stockbridge, Ga., answered the phone (not her real name but the story is true). “Señora Smith,” said a serious voice on the other end, “This is Rafael Lopez with the Mexico City police. Your grandson is
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Many SMI members have asked us to create materials suitable for a small group or Sunday School class. Done! Our new four-part video-based study equips people with the knowledge, confidence, and biblical foundation to
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Many couples arrive at the "empty nest" years short on retirement savings. But here’s the good news: this phase of life offers the opportunity to make unprecedented progress on your savings goals, while still enjoying life
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Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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What if your kids could have their retirement significantly funded before they graduated from high school? An impossible dream? Maybe not.
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September 26, 2018
Will Ertel, CFP®, CPA, PFS
Many people haven’t drafted a will because they think wills are only for the wealthy. Scripture, however, teaches that responsible stewardship isn’t a function of the size of one’s wealth. Stewardship is about obedience
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While preparing to do some teaching at my local church about managing money effectively as a couple, my research reminded me once again why money is often such a divisive issue between spouses. Study after study shows that
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Among the attendees at my recent workshop, one was an avid reader of Morningstar analyst reports. Another was thinking about investing in GE, noting this seemed an opportune time since the blue-chip company’s stock price
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More than half of respondents in a just-released Charles Schwab survey say they are living "paycheck to paycheck." That's one finding in the "Modern Wealth Index," Schwab's annual online survey covering four areas of money
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At some point, it’ll happen: You’ll face a car repair (or two or three) that will make you wonder if you should get rid of that old car and buy another.
The repair-or-replace question isn’t necessarily easy to answer. To
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