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 »
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 »
Key points: What is step-up in basis? A tax provision that resets the cost basis of an inherited asset to its fair market value at the time of the owner’s death. The method of receiving property—whether as a lifetime gift or an inheritance—drastically changes the tax outcome. The type of trust used to hold property
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 »
