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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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.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.