Look for an advisor with the "Heart of a Teacher".
Grace Investors is an investing and retirement planning firm that provides financial management services for individuals, couples and families.
We are a Christ-centered organization that offers tax-qualified retirement accounts like traditional IRAs, Roth and Simple IRAs. We offer non-qualified and education savings accounts for college and private school education expenses. We also offer non-retirement investing accounts for wealth generation. Added services include home-budget planning and net-worth consulting.
Our clients range in age from college graduates through retirement. Grace Investors strives to teach and empower individuals, couples and families. We help them improve their financial confidence and encourage them toward financial independence.
Newsletters
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.