Market volatility is reality

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


Giving Mandatory IRA Distributions Directly to Charity

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.


Giving RMD's Directly to Charity

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…


Why the Price of Bitcoin Has Escalated so Quickly

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…


It’s going to take more than a postcard to file your 2018 taxes even with recent tax reform

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.


Considering the Proper Inflation Rate When Planning

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!


Do You Desire for Your Children to Be Generous?

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.


Accomplishing Goals By Creating a Painless Budget You Can Stick To

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.


Why I Tithe to My Church

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…


Why a Family Meeting Makes Sense for Any Family

Why a Family Meeting Makes Sense for Any Family

Wealth presents wonderful opportunities but can become a mixed blessing if family communication is poor.


Overcome the Fear of Giving to Make an Impact

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.


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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Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy