Your WEALTH MATTERS BLOG

Now and then, I’ll meet with a client who is reticent to talk about goals or planning strategies because they feel that in so doing, they are not relying on God’s provisions. But here is what the Bible says when it comes to planning: "Suppose one of you wants to build a tower...

With the baby boomer generation hitting retirement, determining how much wealth needs to be accumulated before big life events, such as retirement, is a question that I spend a lot of time working through with individuals and couples.

Retirement is a phase of life that many look forward to with so much anticipation that they know the exact date that they plan on retiring.