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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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Retiring in a Down Market? Don’t Panic
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.