Your will only reflects the time when it was created, and depending on when that was, your life might look very different now. It may be time to review and update your will! Read more>
2nd Quarter Report
Our 2nd quarter fund performance numbers are in - check them out now! You will also find helpful information on how to lower your seminary debt and how to create an estate plan to prepare for the future and give yourself peace of mind.Read more>
How to Protect Yourself from the Social Security Scam
I recently received a strange call from an individual claiming to be a Social Security employee. The caller informed me that my Social Security number had been suspended because it was involved in a crime. He then said that I needed to reactivate ...Read more>
Seven Questions About Gifts to Children
Many questions arise when we consider the options for giving to children. Why should we give? When, what and how should we give? Can a gift plan transfer values to children? Read more>
