The Wealth, Well-Ordered Blog

All of us know the tension between what is and what could be—the sacred gap between our current financial reality and our deeper hopes for a life of significance. It is the space where our desire for impact, freedom, legacy, and peace tugs at the limitations of our day-to-day lives. We long to live ...

Understanding Social Security: The Social Security Fairness Act and the Trust Fund Crisis

As we continue to navigate economic, political, and social challenges, one pressing concern for many Americans is the future of Social Security. In light of the Social Security Trust Fund's projected exhaustio...

What Does “Home” Really Mean?

For some, home is a place to build equity. For others, it’s where children are raised, loved ones are welcomed, and dreams take root. At Quo Vadis Retreats, we believe home is more than a financial decision—it’s a spiritual one. That’s why we pay attention when data...

(Part 1)

Volatility is a feature of the markets, not a flaw.

We know this intellectually, but emotionally, it can still shake us. Market headlines shift by the hour, news cycles stir anxiety, and when portfolios wobble, many investors begin to wonder whether their plan is still sound.

Here’s the ...

The benefits of Roth IRAs are undeniable: earnings and withdrawals are tax-free, and there are no required minimum distributions (RMDs). However, converting your traditional IRA to a Roth isn’t always right. In some situations, it could even be a costly mistake.

Should You Convert to a Roth IRA?

B...