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A Faithful Approach to Taxes
Few topics stir up as much frustration—or confusion—as taxes. Every spring, millions of Americans gather their documents, say a quick prayer, and hope for a good outcome. Some rejoice over a big refund. Others wince at a balance due. But as Christians, we’re called to think about taxes differently than the world does. Our approach should be shaped not by fear, resentment, or even excitement—but by faithfulness, wisdom, and stewardship. Jesus addressed this directly when He sa
Neil Chacko, CFP®, CKA®
Jan 205 min read


A Year-End Financial Checklist for Investors
As we approach the end of the calendar, it is a good time for everyone to look over their financial plans and make sure important deadlines are met before the end of the calendar year. Several retirement, tax, and account-related tasks must be completed by year-end, and missing them may affect tax reporting, contribution eligibility, or long-term planning goals. This overview highlights many common year-end deadlines and reminders. It is not intended as individualized investm
Darin Womble
Dec 8, 20254 min read


What is the Bucket Strategy for Retirement Income?
Retirement should be a time of renewed purpose, joy, and steady confidence, not a season dominated by financial stress or fear about running out of money. Yet for many retirees, the shift from building a nest egg to distributing it can feel overwhelming. You spend decades saving diligently, only to realize that turning those savings into stable, predictable income is an entirely new challenge. The bucket strategy offers a simple, disciplined method to help you navigate that t
Neil Chacko, CFP®, CKA®
Nov 19, 20254 min read


"Mega Back Door Roth Conversions"
The Mega Backdoor Roth: How It Works, Who It’s For, and Why It Matters If you’ve ever been disappointed due to your income levels to take full advantage of a Roth IRA, the Mega Backdoor Roth could be the secret weapon that could help you. It’s an extremely powerful retirement savings strategy for high earners, yet it’s often overlooked or misunderstood. How does it exactly work, who does it benefit, and what you should watch out for. What Is a Mega Backdoor Roth? A Mega Backd
Darin Womble
Nov 2, 20254 min read
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