To maintain a healthy financial well-being, financial management is essential.
    Key takeaways from 4 Ways Home Ownership Can Reduce Your Tax Bill: As a homeowner, you are eligible for both a property tax and mortgage interest tax deduction. Business owners who own their home might qualify for the home office deduction. The Section 121 exclusion provides one of the largest tax […]
4 Ways Home Ownership Can Reduce Your Tax Bill Read More »
Do you want to know if your Home Equity Loan or HELOC provide any tax benefits? Check out the blog for insights on the mortgage interest tax deduction and more!
Is Interest on Home Equity Loans and HELOCs tax-deductible? Read More »
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!
10 Best Budgeting Apps of 2024 Read More »
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.
3 Popular College Savings Accounts for Parents 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 »
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 »
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 »
