Tuesday, May 12, 2026
When it comes to who decides to work with investment advisors or wealth managers, there are three groups of investors: Group 1 enjoys the investing process and has the time and ability to manage their own investments. Group 2 may have...
Read More
Tuesday, April 28, 2026
Estate planning is a critical step for those who want to protect their family, assets, and legacy. Too often, people put planning off because they assume it’s complicated, expensive, or only relevant later in life. The truth is,...
Read More
Tuesday, April 21, 2026
When teaching kids about money, it is important to start with the fundamentals. Before budgeting apps, bank accounts, or allowances, children need to understand one simple truth: money has purpose.Money is a tool. It is not a reward...
Read More
Tuesday, April 14, 2026
With the 2025 tax deadline approaching tomorrow, we wanted to highlight some common ways individuals end up paying more in taxes than necessary. We recommend reviewing your tax situation each year with your financial advisor and a...
Read More
Tuesday, March 31, 2026
“You will be made rich in every way so that you can be generous on every occasion.” 2 Corinthians 9:11Generosity is not a financial decision; it is a faith decision. And like any good plan, it starts with intention.Here is how to begin...
Read More
Tuesday, March 24, 2026
“Give, and it will be given to you… For with the measure you use, it will be measured to you.” Luke 6:38Generosity doesn’t just change what you have — it changes who you are.Dave Ramsey says, “When you live generously, you live fully.”...
Read More
Tuesday, March 17, 2026
“And my God will meet all your needs according to the riches of his glory in Christ Jesus.” Philippians 4:19One of the biggest barriers to generosity is fear. “What if I give and then need it later?” Does my small gift really...
Read More
Tuesday, March 10, 2026
“You will be enriched in every way so that you can be generous on every occasion.” 2 Corinthians 9:11Generosity is more powerful when it’s intentional.As Dave Ramsey reminds us, “You can be wise and generous at the same time.”...
Read More
Tuesday, March 3, 2026
“Honor the Lord with your wealth, with the first fruits of all your crops.” Proverbs 3:9If you wait until there is “extra” to give, you will probably never start.Generosity begins with intentional planning. Dave Ramsey teaches, “A...
Read More
Tuesday, February 24, 2026
“Each of you should give what you have decided in your heart to give… for God loves a cheerful giver.” 2 Corinthians 9:7Generosity starts in the heart long before it reaches the wallet.Dave Ramsey says, “Giving is the most fun you can...
Read More
Tuesday, February 17, 2026
“For where your treasure is, there your heart will be also.” Matthew 6:21When you think about financial planning, you probably picture saving, investing, or getting out of debt. But what about giving?Generosity isn’t just an act of...
Read More
Tuesday, February 10, 2026
Building unity through money in marriage. Four things to consider when sharing finances. Money can be one of the biggest sources of stress in marriage or one of the greatest opportunities for unity. How couples choose to handle their...
Read More
Tuesday, February 3, 2026
January 2026 Overall Themes: Continued Resilience and Widening of the Market U.S. Stocks finished higher but not without some volatility. Benchmarks showed resilience after climbing early in January and falling in the second half of the...
Read More
Tuesday, January 27, 2026
Each situation is different, but I will share what I use for personal budgeting:1) Joint checking account - All income and expenses go into and out of this account. Keep enough of a cushion balance to avoid overdrafting.2) Savings...
Read More
Tuesday, January 20, 2026
Most retirees depend on withdrawals from their nest egg for at least a portion of their retirement income. However, not all expenses are the same every month. Gifts, vacations, car replacements, and home repairs can all demand larger...
Read More
Tuesday, January 13, 2026
You can do three things with money – give, save, and spend. Most people are not good at doing all three. However, you should always do some of each category.Give – Give to others, to charity, to those in need.Save – Save for future...
Read More
Tuesday, January 6, 2026
It is that time again. Time for us to dream about the better, healthier, and more responsible person we would like to be this coming year. Then, three months from now, we will look back on all the resolutions that we failed to adopt...
Read More