Building wealth does take effort and intentionality, as well as a holistic approach. In this article, I want to offer three key steps to achieving your goal of financial wellness. But first, let’s take a deeper dive into the connection between financial health and physical health.
Read MoreAre you contemplating a career change? Be sure to read this important article first for five considerations.
Read MoreIf you’re a regular reader of this blog, you are likely familiar with the role of a financial advisor. In this guest blog post, Melissa Tosetti of The Savvy Life explains the role of a money coach, types of money coaches, and signs that perhaps you should hire one.
Read MoreValues and goals are different for each family. And when trying to balance competing priorities of saving vs. spending, it is challenging to get it right. You may wonder how much to save per paycheck or if there’s a savings rule of thumb by age.
Read MoreDon’t stop at an emergency fund. Build an opportunity fund, too.
Read MoreRedefining Family Wealth was written to transform the way you think about wealth. This labor of love was born out of my one-on-one work with WorthyNest® clients. In this post, I’ll be debunking the three biggest myths about money that are tripping up Christian families.
Read MoreI don’t get out to the movies often but relish the few hours spent in a comfortable theater chair, sitting beside my two oldest boys. Recently, my sons and I saw the movie Abominable and absolutely loved it. This article explains my three biggest takeaways.
Read MoreAs Christians, it’s easy to think about faith through the lens of the first definition. You either trust in God or you don’t. But the alternate definition offers a new perspective on faith. Michael Kitces’ recently interviewed Diane MacPhee on the Financial Advisor Success Podcast, and Diane shared this related Indian fable…
Read MoreLet’s turn to 10 questions you should ask when hiring a financial advisor. The exact list of questions is subjective. Try to gather as much data as you can in advance by reviewing a firm’s website and the LinkedIn profiles of its advisor(s).
Read MoreNot all advisors are created equal. Some of us invest deeply in professional designations and continuing education to bring the most value and expertise to the clients we serve.
Read MoreYou are worthy of the gifts bestowed upon you. You have the power to make a tangible difference in others’ lives. You are wonderfully and perfectly made.
Read MoreNumbers can change. The stock market moves up and down. You may be in a high-paying career now but could end up in a lower-paying profession (or vice versa). Instead, focus on things within your control and begin with your mindset.
Read MoreThere are two super powerful things you can do to better understand your needs and desires out of life: define a long-term vision for you and your family, and define the values that you use to direct your day-to-day decisions.
Read MoreWe already dissected the vow “in sickness and in health.” Let us turn to the financial aspect of marriage: for richer, for poorer. Money fights are the second-leading cause of divorce. Let’s dive into why money is such a heated topic and how to communicate about money more effectively as a married couple.
Read MoreOnce you have decided on an asset mix that is properly diversified, it is time to explore an overlooked aspect of investing: the companies in which you are actually invested. This is where values-based investing comes into play.
Read MoreDo you ever feel like you’re stuck in a financial rut? You’re not alone. According to a new analysis by The Ascent, a division of The Motley Fool, almost half of Americans want to be financially prepared for the future but 97% aren't making time to do so.
Read MoreAre you or one of your kids a fan of superheroes? My youngest son loves Spiderman the most. Every superhero has an origin story, sharing how they gained their powers and decided to fight crime.
Read MoreIt is within the physiological needs that “wants” actually emerge. You need a roof over your head, but you want a spacious house with top-of-the line appliances, renovated bathrooms, and a finished basement. Even if that house is within your financial reach, you must recognize that it is a want, not a need.
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