Jake Ridley, CFP®

Biblically Responsible Investing (BRI) seeks to align an investor’s faith with their investments. This analysis provides an objective, Christian-based analysis of these funds, including reviewing their underlying holdings, faith objectives, and performance.

Retired pastors have several tax reduction strategies available to them. Let’s explore three tax reduction techniques to make those taxes less “certain”.

These 3 incredible facts will forever change your views on investing.

There is no pain quite like that of a pastor trying to fix a tax filing mess.

Should all pastors, then, avoid tax filing software like TurboTax, HR Block, or TaxAct?

The answer is: it depends.

What if you and your savings are the passive income for someone else? Here are three common passive income traps that can choke your retirement savings.

Pastors can actually use their dual tax status to make their lives easier! How? Keep reading to learn how to pay your SECA taxes using the W-4.

There was a lot of investment skinny-dipping in 2020/2021 and 2022 exposed them. Let’s look at three examples of 2022 where tried-and-true investment principles proved valuable.

This little baby is a very confusing, not-easily-Googleable-for-pastors provision that can reduce the amount on your Social Security statement by up to 50%!

Let’s explore each major career phase and why it’s so critical to exercise your budgeting muscles in each. Then, let’s look at some practical steps to get started – or refreshed – on creating and maintaining a budget.

There’s no getting around it, this has been a very tough year for investors. …Here are three things that will help you navigate today’s turmoil.