Faith-Based Financial Guidance with Craig Johnston, MBA • Independent • Fee-Only

A Simple Check-In

Seven questions. Two minutes. No email required.

Tap the answer that fits best. There's no wrong answer, and nothing here is graded. You'll simply see what might be worth a closer look.

The 4% rule, in plain English

Research suggested that a retiree could take out about 4% of their savings without eroding their principal balance. On $500,000, that's roughly $20,000 in the first year.

It's a starting point. Your own number depends on how your money is invested, what you pay in taxes, and when you claim Social Security.

0 of 7 answered

What we heard

Want a second set of eyes on this?

Click below to schedule a call with Craig. No obligation, no product pitch. Just a plain read on where you stand.

Schedule a Call with Craig →

A common strategy to identify replacement properties is the “3 Property Rule,” where an exchanger may identify up to three properties, without regard to their fair market value, within 45 days. Identifying only one property may be dangerous because a property can fall out of escrow for many reasons: Financing, Inspections, etc. To secure an effective 1031 exchange…