Hello. My husband and I purchased a second home in Minnesota to fix up and sell to our daughter. We will have had the home for just over a year by the time we are ready to sell. I am wondering if we need all of the receipts to prove the wor...

I like to use a 0 based budget. Im allocating funds every month to various sinking funds. However, I dont actually "spend" this money so that part of the app never gets filled and reporting looks weird. Would auto funding help with this?

Hi All, My question can be easily misunderstood. I'll go backwards. I don't' want to know what age to retire, I know when I am. My question is how far ahead of My Retirement Date I just picked do I start the PROCESS Application?

Hi, In 2020, my wife left her job to be a full time stay at home mom. She contributed to a 403b with Fidelity. Since she left, she nor the prior company has contributed to it. We logged in and saw that it has doubled in size.

We’re wonderi...

https://www.dubapp.com/

https://www.forbes.com/sites/investor-hub/article/what-is-dub-trading-app/

Would anyone recommend this?

I was listening to an episode last year I believe in the month of Jan to February 2024 and there was plenty of who work in managed care who gave sone insight on the disadvantages of advantage Medicare plan . I am trying to find that episode...

https://youtu.be/n2IxchiVdS0?si=EPVY26N0fmGE-nYt

Can anyone tell me of one or more insurance companies for home and auto that is Christian based or Christian friendly?

Are there any recommendations for using this app and keeping the accounts connected with Huntington? The bank relaunched its website and since then I have to keep reconnecting and it is making the Faith Fi app not as helpful.

I’m 61 and retired a couple years ago after 38 years in the chemical manufacturing business. The last two years I’ve had my auto loan to build my credit. (I got zero interest during Covid ). The car will be be paid off in November so after...

Hi, Any suggestions of a reputable home warranty company? Thank you

My elderly mother needs constant care, and she pays my wife and I $15 per hour to provide that care. We all signed a contract, but is there anything else I need to do before tax time?

Or is there anything else I should know regarding this ...

facing about $30,000 in necessary repairs in our older home, primarily replacing a bathroom and plumbing throughout most of the house due to damaged tile, water damage, etc. Not sure if we should take out a loan for this or line of credit...

My husband and I are in the process of getting insurance through his new employer. His employer offers 4 insurance options, 3 having lower deductibles and one having a higher deductible plus HSA. FSA is also an option. How should we decide ...

How do you know which Medicare plan is good A, B, C, D ? What’s the difference between Medicare supplements and advance? And what is the cost?

I have many transactions that were auto categorized to the wrong envelope. Is there a way to select them and move them all to a different envelope rather than doing one at a time?

I see a product advertised as a Cash Account. It appears to have a higher interest rate than my HIgh Yield Savings at this time. Are these accounts a good option for an emergency fund? Any negative aspects?

Not seeing my post on the General question page?

The pros and cons on the new rules for reverse mortgages

NEED HELP : Do I Tithe on a Death Benefit? And if so do I tithe on what I received OR minus the money I paid on Policy for 40 years ???? What is the correct thing to do ??? I want the Lord to be pleased Thank you for direction in ...

I had asked awhile back about refinancing our home to pay off husbands retirement loan, well we have the cash to pay it off( not from refinancing but saving). Should we pay it off? I know the answer but I don't really want to let go of the ...

Has anyone heard or dealt with Stewardship Partners Investing Council or Biblical Responsible Investing Institute? I'm looking to transfer my 401k from an old job to Stewardship Partners. The gentleman that heads up Stewardship Partners al...

Trying to set up tracking and categories, at first my keyboard would not come up. Now it is working but the app won’t allow me to go back and add to the categories- will I be able to change these or add to them once I add accounts?

Good afternoon, I am a stay at home mom, and I’ve just started working a few hours per week for the past couple of years. I’m about 50 and my husband his 46, he will be able to retire in the next 5 years from a government job, if he does r...

I’m married with a combined annual income of about $160K. Approximately $7,800 monthly expenses and about $9,400 monthly income. $187,000 in performance savings account that gets 3.5% APR. Our checking account is currently around $10k. Curr...

Can anyone recommend a tax advisor in Cleveland, OH area who is experienced with Roth conversions?

My grandparents home is being sold. They have passed no will so in general left to their two children my father and Aunt, which who also have passed and goes to their heirs me being the only child of my father and my aunt’s for children, my...

Has anyone had experience with Roth Conversion plans/services for “IRA Millionaires”? Are they feasible? Any shared experiences would be much appreciated.

https://onlinebible.net/ Bible study tool

Ephesians 1 KJV All‭ Spiritual‭ Blessings‭ in‭ Heavenly‭ ‭Places‭ In‭ Christ‭

Psalm 103 KJV

Has anyone heard or dealt with Stewardship Partners Investing Counsel or Biblical Responsible Investing Institute? I'm looking to transfer my 401K from an old job and I'm thinking about using Stewardship Partners. The gentleman that heads ...

I am in the process of changing jobs. My current job has a 401k with employer matching. My new job has no benefits and therefore no retirement savings. What should I do with my 401k from my current job? Should I open a different retirement ...

Good Day, I'm reading through the CCCU FaithFi promotion (https://www.mycccu.com/faithfi/) and I'm trying to understand the HIgh-Yield Checking Account terms & conditions. The fine print states, "Qualification criteria for higher APY: ... ...

Earlier, I heard a caller on this program calling about investing and they were looking for the aforementioned Credit Union (CU) in Ohio. They do have nationwide ATMs, but the program stated incorrectly that there are few brick and mortar l...

My husband and I are both retired. I have rolled my 401K to a Fidelity IRA. Can I roll my husband's TSP account into mine or do I have to set up a separate IRA to roll my husband's TSP into. I know that the RMD is dependent on the age of th...

Should I take advantage of the upcoming tax cuts for seniors to move my taxable investments (IRA) into non-taxable investments ?

How do I attach my checking account to my FF account?

I have autocategorize off but was on vacation and now have over 700 to assign. Is there a way to autocategorize to get caught up, then go back to manual?

I am 61 yrs old & have $580,000 in my 401k (currently contributing 16%). My husband & I do not have any other money for retirement other than my social security. I am planning to work to at least age 70. I am trying to decide whether t...

Hello, I have an indexed universal life insurance policy with a little over 8k and 441k target. I also have about that amount in credit card debt due to medical/dental expenses and having my son last year. I’ve heard Rob say he’s not a fan ...

https://www.fbi.gov/how-we-can-help-you/scams-and-safety/common-frauds-and-scams/elder-fraud

Hello! I am looking at taking the CERTCFC course, but I’m not sure where to go from there.

Any idea on how to report online banking. Here's the situation, I assisted my mother and opened an account for her on a high yield saving account. I got referred to it from the bank rate website. I established the online account for my moth...

I have $400,000 mortgage with 2.75% rate and I pay about $300 PMI. I want to remove the PMI since I have about $200,000 equity. Is there a way to remove the PMI instead of refinance.

I currently have a rate of 6.8, is it wise to Refinance now, or should I be patient and wait to see if it drops lower?

Hello. My husband inherited some coins we believe may be rare. We would like to find a trustworthy coin appraiser. Could you please advise us on how to find one? Thank you so much!

Hello. My daughter and son-in-law are purchasing our previous home from my husband and I. They have been on a Real Estate Contract with us for 3 years; however, they are now looking into fully financing it. At this time they don’t qualify f...

I use my credit cards like debit cards and do so to maximize the cash back rewards each month. I’m not sure how to account for those as they aren’t income in the sense that they hit my bank account, but they show up as a credit on each acc...

My question is we have a will. Do we need a trust? We have a will and do have someone that we have appointed to make decisions for our girls if my husband and I are not around.

If we a will does it still have to go through probate process...

My husbands check goes into our checking account and my check is auto deposited into our savings. I don’t understand why the “Available for funding” isn’t including the money in our savings account. I have envelopes set up for saving for di...

Hi Faithful Stewards,

Thank you for reading this post.

I hope everyone is well in the Lord.

I haven't heard Rob discuss on the podcast how much cash to have on hand.

For example, if Atm machines go down or there is a power outage, how ...

Hello, I would like an expert explanation on whole life insurance. Is whole life insurance necessary? Are there different types of whole life insurance? Can you stop paying your on keep what you’ve paid to it? Are there any penalties on th...

Doing the Financial Peace University course and the fifth lesson on dumping debt talks about getting home equity loans for debt consolidation as a replacement for an emergency fund. But listening to Moody Radio, I hear a radio commercial fo...

Does the faith fi community have a budgeting curriculum similar to FPU to guide people how to steward their money?

Does it make sense to save up for a used car vs doing a loan on your 401k?

I have a manual account for each of my boys' piggy banks. When I pay for something with my credit card, I charge it to an envelope called kids spending. Then when I get money from their piggy bank and transfer it to my wallet I have been us...

I’m having trouble starting a “June” budget. I click the button that says “Create June Budget” but it doesn’t do anything. What am I missing?

A church we left just over one year ago has dissolved. I find myself wondering about the money. If they were being honest, there was a substantial amount in a church savings account. What typically happens to the money? At least, what i...

I keep seeing ads for Ownwell. They are supposed to help you with property taxes, but it seems shady to me. Has anyone used them before?

What direction is being a better steward of God’s money, Leasing or Buying a vehicle?

Is there any way to edit the order of the accounts so on the home page the most important ones appear at the top of the list?

Is it possible to download my reports?

Are the partner magazine and Bible studies available digitally? Id prefer them to be more portable than in physical form.

Is there a general tutorial available somewhere on this app? I had an idea of how I thought it would work, evidently need to review the basics. I can’t find even basic instructions on how this works, and there is no help available. I’ve spe...

I got scammed for half of my life savings and tried taking my life 3-4 times. I contacted everyone I can imagine to help me and everyone is left me. My newest lawyer won’t contact me. Please pray for God to bless me financially, restore all...

Where can I list my credit card debts and loans?

Does any one know of, or want to start a Christian Entrepreneurs support group? Especially for those just starting out in the areas of tech, real estate and investing... If anyone is reading this, please pray for me for more wisdom from the...

Hello, I am looking to pursue becoming a Real Estate Agent on the path towards other entrepreneurial efforts. Does anyone know of any Faith based Real Estate Brokerages in the North or Central MS area? I realize this is not really a CKA typ...

refresh me please - where do I go in FaithFi to reset the budget plan when income and/or expenses change?

Hi there- I contribute to my HSA through my employer. This lowers my taxable income and thus my taxes. However, it seems that when I get onto the SS site- MySS, my income there is also reduced. I want to maximise my SS pension when I am 70 ...

Is it common practice to know exactly how much fees are being taken out of your investment account, and how often they are taken out? I have looked at my account online, and my statements, but I don’t see that information.

Amazon or anything similar does not show up in the auto categorize preferences and it keeps auto categorizing Amazon purchases to the last category that I used for an Amazon purchase...

Is there a way to make it stop?

What happens to assets if parent that has only 1 child and they do not have a will? A bit of background. I did not know my mother growing up, and just in the last few years we have connected. She has paid off her house and noes not have any...

I’m 48 and I have been putting 10-15% away for retirement since I was 18. There are some calculators out there, but when you run the numbers 2.3 mil seems unattainable and frankly a bit frightening.

What do we think about Heloc- home equity line of credit with fixed rate?

Hello I am considering dumping one of Twp 401ks I have into a IRA but I can't decide if I should do traditional or crypto IRA? I

How do you add a new one?

Hello do I need to change my deed? My husband died a number of years ago and the deed still is in both of our names. No one else’s name is on it. Taxes, etc. have both of our names as well. At this point, I don’t see what difference it woul...

Hello I’m 50 and my husband is 46, we are debt free, except for our home which we currently owe 90,000 with 10 years remaining to pay it off. My husband is a public employee, and can start taking his retirement at 50, it would be at 70%, I ...

I’m 35, debt free, and have an IRA. My retirement age wouldbe likely 70. What is a healthy ratio of stocks/ETFs/mutual funds and bonds for my portfolio, and are ETFs preferred to mutual funds in my IRA if the expense ratio is less?

I am having trouble getting transactions from my Marcus savings account When I try to update it it always ends with an error updating message and there are transactions that are not there. Help

Hello everyone. My wife is 63 and she just switched jobs but the new job doesn't offer 401K for at least a year. Is it wise to leave the money there or transfer to somewhere else? We try to avoid taxes and she also has a Roth IRA at Schwab....

Hello, I'm currently 61 and will be retiring at 65. I work for a hospital and my 403b currently has 68% in stocks. At what point should I decrease the percentage of stocks and increase bonds? I've lost over $13,000 since the first of thi...

What are the benefits of a Money Market vs a Savings Account?

Between Mutual Funds vs ETFs, which one arw you more of a fan of?

I just started over fresh. I have used FF for many years and just needed to start over. But it’s been so long since I set p my plan…..I’m trying to set up my plan, and envelope funding, but it won’t let me set the date ahead of today. Am I ...

My sister has a 7 year old who is not doing well in school and thought its best to home school her. Does anyone knows any good home schools for the State of Florida. Leaning more towards a christian school as she is a believer.

My daughter is 17 and worked this past year. Does she need to file her own tax forms?

I’m thinking about buying some Tesla stock, is this a good stock to invest in and is this a good time to buy? Thanks

So my husband and I wanted our children to go to college and wanted to help them along. We did not have savings for this and encouraged them as much as possible to apply for scholarships, grants, etc. We did have to resort to Parent Plus l...

Hi Rob,

I will be turning 65 on August 30, 2025, and I intend to continue working rather than retire. I am researching what steps I need to do and know regarding the Medicare process, and some of the information provided seems to be a bit...

I’m thinking of paying H and R Block this year. Do you think it’s worth it? Our 17 year old daughter worked last year, and we have corrected W2s. Also my wife had a side job which I tried to keep up with estimated taxes but I’m not sure ...