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The problem with the break-even analysis

Should you start taking Social Security at 62, 70, or somewhere in between?

If you didn’t already know, the longer you wait to withdraw SS (up to 70), the more money you receive.

So naturally, people begin to ask themselves, when should I begin to withdraw? […]

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  • The Rule of 55

    As a general rule-of-thumb, it’s wise to rollover your employer retirement plan into an IRA, after you’ve left your employer and are no longer getting a contribution match. IRA’s give you more control than your employer plan – control to invest without all the fees of a company plan, control to select from a vast […]

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  • The Friends Who Do Too Much

    Last weekend was very special. I watched two of my best friends get married. The venue was beautiful, the food was excellent, and my date wasn’t bad either. But what made the wedding truly special, was how very uniquely special these two friends are. You see, Dante and Hannah are different. They are selfless, loving, […]

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  • Alternatives to Traditional Retirement

    “Whenever you find yourself on the side of the majority, it is time to pause and reflect.” Mark Twain Too often, we think of retirement as one-size-fits-all. We think “traditional” retirement is the only option – that you go to work every morning for 40 years, and then, one day, you quit. But what if […]

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  • Trust in God vs. Retirement Planning

    Is retirement planning contradictory to trusting God? Are we displaying a lack of trust by storing money for the future? Didn’t Jesus warn us against worrying about tomorrow and seeking after the things of this world? We don’t have a lot to go off of in the Bible concerning retirement. Maybe because the life expectancy […]

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About Me

Hi, I’m Jacob

I’m a Christ-follower striving to help people find their purpose and take hold of it.

I’m a fee-only financial planner with a focus on meaningful retirement planning for Christian families.

By alleviating financial stress, I free people up to focus on their purpose.

I graduated from Harding University with a degree in Computer Science. It was there that I met my beautiful wife, Caitlin.

We live in Bella Vista, AR, with our dogs and cat. I enjoy music, pickleball, and board games.