Discover how charitable remainder trusts offer tax advantages, efficient wealth transfer, and greater philanthropic impact, particularly in high-interest rate environments.
Tax-Efficient Giving: All About Charitable Remainder Trusts Read More »
Discover the warnings provided in the book of Jude to spot spiritual influencers who exploit their followers on social media.
How to Spot Spiritual Influencer Scams: 5 Lessons from the Book of Jude Read More »
With the growing influence of Fintok and social media “financial coaches,” a troubling trend is emerging – social media influencer scams.
Finfluencers Exposed: How to Protect Yourself from Social Media Influencer Scams Read More »
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 »
Learn the essentials of investing with a Roth IRA. Discover tax-free growth benefits and tax strategies from Bryan Hasling, CFP®.
Investing with a Roth IRA: Q&A with Bryan Hasling, CFP® Read More »
Discover five essential factors to consider before you invest your money, from asset allocation to tax strategy, so you can build wealth with confidence.
Investing 101: 5 Things Every Modern Investor Needs to Consider Read More »
In this interview with Jennifer V. Abelaj, J.D., CPA, discover 5 essential estate planning considerations for families to protect your legacy and provide for your loved ones.
5 Estate Planning Considerations: Q&A with Jennifer V. Abelaj, J.D., CPA Read More »
