Investment & Financial Planning From A Biblical Perspective
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To educate, instruct, and equip followers of Christ in biblical stewardship principles
"Now it is required that those who have been given a trust must prove faithful." I COR. 4:2
WHAT WE DO
WHERE WE ARE
We are currently licensed to provide services in the following States:
We can become licensed to serve our clients in any State, as needed.
WHO WE ARE
Mark Tevebaugh is a Registered Investment Adviser with NEXT Financial Group, Inc., as well as licensed for: health; life; disability and long term care insurance. Mark entered the financial services industry in 1986 after selling his company, New Life Plantscaping, Inc. (an interior landscaping design firm). Mark built a successful financial planning practice in Charlotte, NC teaching “Successful Money Management” seminars in a local private college and working with small business owners, individuals, and many local churches.Read More
Paul Cywinski oversees our Client Relations, Marketing and Information Technology activities, as well as Scheduling and Office Management. His years of work bring a broad professional palette of skills and experience from Communications & Marketing to Finance, Insurance and Technology. In 2007, after many years of work-related travel, Paul and his family settled in Florida.Read More
WHO WE SUPPORT
Office: (321) 777-2990
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Even low inflation rates over an extended period of time can impact your finances in retirement.
Five phases to changing unhealthy behaviors.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are hundreds of ETFs available. Should you invest in them?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, cracking the code on bonds.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.