February 18, 2018
Market Volatility is an Investment Reality
Market drops can create anxiety, but, adjustments like this are healthy over the long run. Market volatility is reality
January 30, 2018
Giving Mandatory IRA Distributions to Charity
Giving Mandatory IRA Distributions Directly to Charity.Give tax-free, allowing you to maximize giving or potentially put more in your pocket.
January 18, 2018
Giving RMD’s Directly to Charity
As the professional world digests the new laws and the IRS continues clarifying those gray areas, what people really want to know is how they can start…
January 6, 2018
Why the Price of Bitcoin Has Escalated so Quickly
Media and social hype should not be a reason to buy (or sell) an investment. However, understanding social behavior surrounding Bitcoin can make us better…
December 27, 2017
Tax Cuts and Jobs Act: What Does Tax Reform Mean for You?
Tax Cuts and Jobs Act: What Does Tax Reform Mean for You? Here are a few detailed resources that you might find helpful.
November 29, 2017
Considering the Proper Inflation Rate When Planning
Consider this: In 1948 a cheeseburger at In-In-Out was 30 cents. Nowadays that same cheeseburger costs $2.45, a 717% increase!
November 27, 2017
Do You Desire for Your Children to Be Generous?
It’s a parent’s goal for their children to grow up to be good, decent people who care for others.
November 10, 2017
Accomplishing Goals By Creating a Painless Budget You Can Stick To
Unless money is given a specific purpose, it will be spent on increasing standards of living, typically outpacing what is earned each month.
November 8, 2017
Why I Tithe to My Church
Tithing is the consistent foundation of our giving but is only the start. We give above that as we are able and hope to further grow in generosity. I hope…
October 27, 2017
Why a Family Meeting Makes Sense for Any Family
Wealth presents wonderful opportunities but can become a mixed blessing if family communication is poor.
October 27, 2017
Overcome the Fear of Giving to Make an Impact
Once you can move past the fear of parting with money, you will have the joy of seeing the compounding impact of charitable dollars at work.
October 2, 2017
Student Loans: Finding a better way
It’s no secret that student loan debt is out of control. Maybe you are strapped by student loans or have been there before.
How Much Do I Need to Retire?
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6 Keys To Create An Impactful Legacy