Women and Social Security

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In 1935, Franklin Delano Roosevelt signed the Social Security Act into the fabric of American life. Miss Ida May Fuller received the first benefit in […]

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Our Timeline for Investing

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“When should I invest or start investing?” Now! Almost 60% of Americans indicate they plan to work longer than anticipated before they retire. Several driving […]

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Why Save for Retirement, Anyway?

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In the U.S., we have a retirement savings crisis. Most start later than they should and don’t save at the appropriate rate to build their […]

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No Decision Is a Decision

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“Well, I will look at this, talk to my spouse about it, and see what we can do.”; “I have a long time before I […]

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Current Market Volatility

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Current Market Volatility If you have watched the news recently, you have seen that the S&P 500 index plunged 4% last week, in the market’s most significant […]

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Anticipating Good Things

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I am the proud father of two boys. The first went to his due date and had to be encouraged to make his birthdate. Our […]

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Every Pastor Needs a Retirement Plan

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We all know saving for the future is wise. Experience has taught us this. Last year was a real-life lesson on the importance of being […]

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IRS Announces 2022 Contribution Limits

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The Internal Revenue Service has announced contribution and benefit limits for 2022. The limit on contributions by employees who participate in 401(k)s, 403(b)s, Sec. 457 […]

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Is “Opting Out” An Option?

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Over the years, working at the Board of Retirement, I have had many discussions with ministers about opting out of Social Security. Some of those […]

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