Your family’s journey to financial independence will look different from your neighbors and friends. However, there are commonalities on the path to retirement that should be considered well before you resign or exit the business. In this post, I’ll be discussing seven items you should have on your pre-retirement checklist.
Read MoreDo you ever struggle with the idea of stewardship? Are you ever concerned about responsibly using the financial resources God has entrusted to you? You most likely struggle because you know Jesus died for our sins, and you want your actions to serve him. You want to live generously and in alignment with the plan God has for your life.
Read MoreThere’s a lot to be said for maintaining the status quo. It’s comfortable. And familiar. It is a great place to be when things are going well in life.
But what if things are not going so well?
I do not know your particular struggle today, but I know you have one. What are you going to do to fix it?
Read MorePeople who have an abundance mindset see failures as opportunities to learn and grow. They take responsibility for their choices and forgive those who have wronged them.
An abundance mindset tends to come with more gratitude, contentment, generosity, and contribution.
Read MoreTragedies happen every day. Every hour. Every minute. It’s impossible for us to predict the future. But that doesn’t mean we can ignore the fact that death is one certainty of life.
Read MoreCharitable giving surpassed $400 billion in 2020, which represents 2.1% of Gross Domestic Product (“GDP”). However, we’ve remained at this level for about 40 years. That’s too many years of too little progress.
Read MoreAs we reflect on this US holiday of independence, what does financial independence mean to you? Many people think retirement and financial independence are synonymous, but differences exist.
Read MoreLearning to manage finances in a healthy way is an essential part of adult life. Yet, many children learn little to nothing about money in school growing up. This is why it's so important that parents take the time to teach their kids valuable money habits that will stick with them throughout their lives.
What is “enough” in financial terms? Is it a million dollars? $3 million? More?
Clients frequently ask me how much money they need to comfortably retire. Even as a CFP® with over fifteen years of experience, I can never give them a blanket response. There are a variety of quantitative and qualitative factors to consider.
Read MoreThere are a lot of questions and very few answers. Anyone who tells you they can perfectly predict the future is a liar. We must fumble our way through this confusing maze of information and find a new normal.
Read MoreNow, as a more astute investor, I understand the importance of vision and values in financial decision-making when trying to build wealth. This is especially important as a Christian. […] In this article, I want to go over three principles of investing to help you align your financial decisions with your values.
Read MoreWhen your time on earth is done, what do you want to be remembered for?
This is a big question. And yet, it’s the reason why we’re here … Living. Breathing. Growing. Helping. Changing. Transforming.
Our work is not done. By work, I don’t mean your day job. I’m referring to your higher-level purpose: How are you positively leading, influencing, or helping others?
Read MoreI’ll never forget the time I stepped down from a junior board position. It was a difficult decision because I supported the charity’s pro-life mission. Yet fundraising wasn’t my area of genius, and my time was better spent with family. Have you ever stepped away from a meaningful cause, instead opting to financially support the mission?
Read MoreNonetheless, there are two practical lessons that can be drawn from a tragedy: 1. Cherish each moment with family and friends, and 2. Financially prepare for the unexpected. I cannot specifically help you with the first lesson but have some important technical insights on the second.
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