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Biblically Responsible Investing

Biblically Responsible Investing [A Comprehensive Guide and Fund Analysis]

4 Comments / Financial Planning / 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.

Biblically Responsible Investing [A Comprehensive Guide and Fund Analysis] Read More »

3 Tax-Savings Strategies for Retired Pastors

3 Tax-Savings Strategies for Retired Pastors

Financial Planning / Jake Ridley, CFP®

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

3 Tax-Savings Strategies for Retired Pastors Read More »

Pastors: 3 Paradigm-Shifting Investment Facts

Financial Planning / Jake Ridley, CFP®

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

Pastors: 3 Paradigm-Shifting Investment Facts Read More »

Should Pastors Use TurboTax?

2 Comments / Financial Planning / Jake Ridley, CFP®

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.

Should Pastors Use TurboTax? Read More »

Pastors:  Don’t Let Your Savings Be Someone’s Passive Income! (3 Ways It Could Be and How to Escape)

Financial Planning / Jake Ridley, CFP®

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:  Don’t Let Your Savings Be Someone’s Passive Income! (3 Ways It Could Be and How to Escape) Read More »

Pastor Tax Hack! Five Steps to Pay Your SECA Taxes Using the W-4

3 Comments / Financial Planning / Jake Ridley, CFP®

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.

Pastor Tax Hack! Five Steps to Pay Your SECA Taxes Using the W-4 Read More »

Three Events of 2022 That Exposed Investment Skinny-Dippers

1 Comment / Financial Planning / Jake Ridley, CFP®

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.

Three Events of 2022 That Exposed Investment Skinny-Dippers Read More »

Are Pastors Subject to the Windfall Elimination Provision?

1 Comment / Financial Planning / Jake Ridley, CFP®

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%!

Are Pastors Subject to the Windfall Elimination Provision? Read More »

Who Needs to Budget? (And How You Can Do It!)

Financial Planning / Jake Ridley, CFP®

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.

Who Needs to Budget? (And How You Can Do It!) Read More »

Three Steps to Manage the Market Turmoil

Financial Planning / Jake Ridley, CFP®

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.

Three Steps to Manage the Market Turmoil Read More »

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The contents of this website do not constitute legal, investment, or tax advice. Please consult a professional to discuss your specific circumstances.

Disclosure: The views expressed in this article are those of the author as an individual and do not necessarily reflect the views of the author’s employer Astoria Strategic Wealth, Inc. The research included and/or linked in the article is for informational and illustrative purposes. Past performance is no guarantee of future results. Performance reported gross of fees. You cannot invest in an index. The author may have money invested in funds mentioned in this article. This post is educational in nature and does not constitute investment advice. Please see an investment professional to discuss your particular circumstances.