Publications, Insights & News

An advisor seated at a desk in an office setting, smiling and discussing financial options with clients.

Retirement Funding

Oct 6, 2026

Medicare Open Enrollment: Safeguard Your Retirement Income

Older couple reviewing account security settings together on a laptop at their kitchen table

Identity Protection

Sep 17, 2026

Cybersecurity for Retirees: Shield What You’ve Built

Older woman smiling with a caregiver while discussing support and long-term care needs that may affect family financial resources

Retirement Funding

Aug 13, 2026

Your Guide to Long-Term Care & Safeguarding Family Resources

Rustic barn in a rural landscape at sunset symbolizing wealth building, contentment, and the “Bigger Barns” dilemma about balancing financial success and stewardship.

Insights

Jul 7, 2026

Wealth Building, Contentment, and the Bigger Barns Dilemma

Financial advisor meeting with a client to review an investment portfolio, discussing faith-based investing principles and values-driven financial planning in a professional office setting.

Insights

Jul 7, 2026

Christian Investing That Aligns Portfolios With Faith Values

Parent sitting with child at a table reviewing cash, coins, and a savings jar while teaching practical money management skills at home.

Insights

May 18, 2026

7 Ways Teaching Kids About Money Builds Future Stewards

Jeff Presley helping Fort Wayne clients plan retirement and define enough for lifestyle and giving

Insights

Retirement Funding

Apr 8, 2026

Retirement Readiness: Defining “Enough” for Your Lifestyle & Giving

Reducing Taxes Through Faith-Based Financial Planning with Mountain Peak

Insights

Mar 14, 2026

Reducing Taxes, Increasing Kingdom Impact

6 Faith-Driven Financial Goals for the New Year

Insights

Jan 10, 2026

6 Faith-Driven Financial Goals for the New Year