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.
I Will Teach You To Be Rich: Book Review Read More »
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 look after orphans and widows in their distress and to keep oneself from being polluted by the world.” This verse emphasizes the importance of
3 Practical Ways to Care for Widows and Orphans Read More »
Navigating nonprofit compliance can be complex, with numerous federal and state requirements that organizations must meet to maintain their legal and financial standing. But fear not! We’ve got you covered with a comprehensive list of resources to help your nonprofit thrive while staying compliant with legal and accounting obligations. Let’s dive in and empower your
Nonprofit Compliance Checklist: 21 Things You Need to Know Read More »
Infinite banking has caused some serious division among financial influencers. While some proclaim it is a key tool to grow generational wealth, others call it a scam. Who’s right? Let’s take a look at a few important factors before we take sides! ___________________ Key takeaways: Understand infinite banking. Understand the type of insurance policy required
Is Infinite Banking a Scam? Read More »
Not sure if term or permanent life insurance is right for you? We’ll break down the 7 key things to know about these two types of insurance to help you make your decision. Let’s dive into the details! ___________________ KEY TAKEAWAYS: Term insurance is temporary. Permanent costs more, but is designed to last forever. There
7 Things to Know About Term and Permanent Life Insurance Read More »
You can deduct tithes on your tax return, but should you? Here is a CPA’s perspective on taking a charitable deduction for tithes.
Should You Claim Your Tithes as a Tax Deduction? Read More »
Estate planning is especially critical for families. The reason is, proper estate planning is the framework for generational wealth. The legal documents within an estate plan – a will, trust, power of attorney, legal guardianship, and medical directives – are the vehicles by which you can legally transfer fiduciary duties and property ownership to your
5 Estate Planning Considerations for Families Read More »
When it comes to inherited property, there can often be confusion about what happens next. In many cases, the property is passed down from one generation to the next on a “step up basis.” What is step-up in basis? And what are the implications for recipients of inherited property? To answer these questions, The Little
Inherited Property: What is Step-Up in Basis? Read More »
Chelsea Ransom-Cooper, CFP® answers top questions about index funds including why they are popular, costs to consider and more!
All About Index Funds: A Q&A with Chelsea Ransom-Cooper, CFP® Read More »
What is an estate plan? Portia Wood, Esq., LL.M. breaks down the essentials of legacy wealth planning, from avoiding probate to protecting your family’s future.
Demystifying the Estate Plan: A Q&A with Portia Wood, Esq., LL.M. Read More »
