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Financial

Financial & economic insights. Understanding & navigating concepts and challenges for financial success.

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Qualified Charitable Distribution

By J. Randall Gladden • Tuesday, September 19, 2023

Some seniors would prefer not to take some or all of their required distribution from their retirement accounts and face the associated tax impact. Appropriately utilized, many can meet the requirements, while reducing their tax burden and positively impacting their favorite ministries. Let's use all of the tools available to us. This strategy is only available for residents & organizations in the USA!

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Foundational Principle

By J. Randall Gladden • Friday, June 30, 2023

The parable of the talents should be the foundation for all financial decisions.

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Foundation Principle: Application

By J. Randall Gladden • Friday, June 30, 2023

How does the principle apply to decisions about assets/liabilities, investments & more?

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Get Rich Quick?

By J. Randall Gladden • Wednesday, June 28, 2023

People willingly suspend their wisdom in the hopes of a quick reward. But does it ever work out? There are no shortcuts, but there are accelerators.

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Understanding Bonds

By J. Randall Gladden • Tuesday, June 6, 2023

When "risk-free" can become risky and how Bonds can be an effective economic indicator.