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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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.