Golden Rule Wealth Advisory

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Golden Rule Wealth Advisory We specialize in helping clients align their investment choices and strategies with their faith convictions through Biblically Faithful Investing.

We help investors multiply assets and generate income—guided by the Golden Rule! My Biography:

Entered the Financial Planning industry: 2003

Certified Financial Planner™: 2012

Certified Kingdom Advisor®: 2016

G.A Repple Planned Giving Consultant: 2018

Professional licenses include the Series 7 & 66, Life, Accident & Health (including Disability and Long-Term Care), and Variable Annuity

10/14/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Over age 50? You may be able to catch-up on retirement.
10/12/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

FDIC insurance was designed to protect your deposited funds, but do you know how?
10/10/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
10/07/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
10/05/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

10/03/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

09/30/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

09/28/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
09/26/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

Address

107 Cass Street, Suite D
Traverse City, MI
49684

Opening Hours

Monday 10am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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