Are you looking for ways to make your charitable giving have a bigger financial impact? Or maybe you’re interested in impact investing, but don’t know where to start. In either case, you’ve come to the right place. This blog post will give you an overview of both charitable giving and impact investing, as well as some resources to help you get started. So read on to learn 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 »
Use these 5 tips to verify church financial transparency before you join a new congregation.
Joining a New Church? Don’t Forget to Check These 5 Financial Facts Read More »
What does the Bible say about money? Here are 10 Biblical financial principals to help steward your money wisely.
10 Biblical Principles for Managing Money: A Q&A with Ryan Tolan Read More »
