529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts
From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure Acts.
10 Best Budgeting Apps of 2024
YNAB, Rocket Money, Empower, PocketGuard - check out the blog for a summary of the 10 Best Budgeting Apps for wealth management, money tracking and more!
3 Popular College Savings Accounts for Parents
When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.
The Power of Charitable Remainder Trusts (CRTs) in High-Interest Rate Environments
Discover how CRTs offer tax advantages, efficient wealth transfer, and greater philanthropic impact, particularly in high-interest rate environments.
How to Give a Scholarship and Get a Tax Write-Off
Discover how to give a scholarship and get a tax write-off. Learn the benefits of scholarships and understand the tax implications.
Fiduciary vs. Financial Advisor: 5 Key Distinctions You Need to Know
Understanding the differences between a fiduciary and a financial advisor is crucial for making informed decisions about managing your finances.
How to Spot Spiritual Influencer Scams: 5 Lessons from the Book of Jude
Discover the warnings provided in the book of Jude to spot spiritual influencers who exploit their followers on social media.
Finfluencers Exposed: How to Protect Yourself from Social Media Influencer Scams
With the growing influence of Fintok and social media "financial coaches," a troubling trend is emerging - social media influencer scams.
I Will Teach You To Be Rich: Book Review
This book offers actionable steps on investing, conscious spending, and low-fee banking options, while tapping into the psychology of money and providing relatable examples.
3 Practical Ways to Care for Widows and Orphans
What does the Bible say about taking care of widows and orphans?James 1:27 summarizes it well - "Religion that God our Father accepts as pure and faultless is this: to…