Guenot and Associates

Today her 6th birthday, tomorrow her wedding - are you planning for the future?

Moral Wealth Strategies was created for the sole purpose of helping individuals and families design their financial goals. We believe that basic financial principles should be understandable and workable for anyone. We educate our clients with basic, time-tested financial principles and then guide them through a specialized long-term plan. And most importantly, we strive to honor the Lord Jesus Christ in all we do.
Calculators

Investor Profile

Asset Allocation and It's Ever Changing "Mix" Are Powerful Keys

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

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