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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 4pm

Faithful Stewards of Money Concepts

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Carmel, IN
Faithful Stewards of Money Concepts

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10/27/2026

Americans fear running out of money in retirement more than death, yet the government doesn’t track how often that fear becomes a reality.

10/21/2026

I started my career as a software engineer, where everything had a clear answer. Then I started working with people’s finances and realized that’s not how financial decisions work.

I sit with people who’ve done everything right and still aren’t sure if they can retire or if they’re missing something. That gap between doing well and feeling certain is where we usually start.

My job is to help connect the dots so you can see where you stand and what comes next.

10/20/2026

For investors in or near retirement, inflation is always a threat. TIPs can get it under control.

10/13/2026

An individual 401(k) plan is really nothing more than a combined profit-sharing plan and 401(k) plan implemented by a self-employed individual or small business owner with no full-time employees (unless the full-time employee is the owner's spouse). These plans, which went into effect after passage....

10/07/2026

A lot of people assume I manage investments. And while that’s part of it…honestly, that’s not where most of the work happens. Really, it’s income, taxes, insurance, and figuring out how all the moving pieces actually fit together. Because if those aren’t lined up, the investments don’t really matter as much as people think.

Think of investments as one spoke in the wheel, not the whole thing. If you’re not sure how your wheel is coming together, schedule a call, and we’ll walk through it.

10/06/2026

Choosing whether to invest in a Roth or traditional IRA takes many factors into consideration.

09/29/2026

Some special mortgage programs allow you to purchase a home with no down payment.

09/22/2026

As the owner of a business, you may want to keep the business in your family but may not be ready to relinquish control just yet.

09/15/2026

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

09/09/2026

Most people don’t talk to a financial advisor until something forces the conversation.

For me, that moment came at 25 after my first child was born. I realized pretty quickly… I didn’t fully understand how everything fit together.

What stuck with me wasn’t a product or a recommendation. It was the clarity. Seeing how all the pieces connected and finally being able to make decisions with some confidence behind them.

That’s really what I try to give people now. Not just answers, but a clear path forward that makes sense for your situation. If you’ve been putting it off or just want to understand things a little better, I’m always open to having that conversation.

Address

3077 East 98th Street, Suite 260
Carmel, IN
46280

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 4pm

Website

http://www.moneyconcepts.com/rmoritz

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