Our Solemn Promise to You
Without a roadmap, the path toward your financial goals and ideal retirement can be difficult and full of obstacles. Having a personalized financial strategy, along with a knowledgeable team offering support, may help make the road ahead less strenuous.
At Covenant Investments & Management, we want to help you create a personalized financial roadmap designed to guide you to your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. We are committed to serving as your go-to financial advisor and an advocate you know is working hard for you. From socially responsible investing, which includes Biblically responsible investing, to comprehensive financial planning and charitable giving planning, we offer a wide range of services that we tailor to your unique needs and values.
Based in Marion, Indiana we work with clients in the greater Fort Wayne and Indianapolis areas and throughout the state. In everything we do, our goal is to humbly and passionately serve you by nurturing lifelong relationships built on trust and performance. Contact us to get started.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
What’s the deal with your yearly free credit report?
Here’s a guide to explain all the parts of Medicare.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When considering life insurance, it's important to understand your options.
Military families face unique challenges, making personal finance even more critical.
An inside look at how marginal income tax brackets work.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What is your plan for health care during retirement?
Are Real Estate Investment Trusts right for your portfolio?