Our goal today is to address the wealth transfer process. The objective is to determine the proper allocation of resources among individuals and organizations we believe are best positioned to steward the resources we leave them. The results of this exercise may alter previous thoughts on your wealth transfer decisions. …

What does the Bible say about money? God knows how obsessed we are with money because He gave us 2350 scripture verses about money in the Bible. In Mathew 6:19–21 we find God searches our hearts to determine what we think is important concerning how we manage His provisions. Do…

Investing with a Biblical Perspective The world is constantly telling us to spend money and consume versus saving and investing. Most Americans have no appetite for sacrifice. Oddly, young adults feel the need to resume the same level of spending and consumption as their parents — instead of working up…

Allow me to offer some thoughtful biblical anecdotes about freeing up your time for more important life choices. Additionally, I want to share my beliefs, from a biblical and practical perspective, about taxes and insurance. I hope you can come away with a fresh look at these boring topics. Time …

My Walk to Emmaus Now behold, two of them were traveling that same day to a village called Emmaus, which was seven miles from Jerusalem. And they talked together of all these things which had happened. So it was, while they conversed and reasoned, that Jesus Himself drew near and…

Typically, our goals and aspirations lead us to effect changes in our lives. Without a strong why these goals and aspirations are often relegated to just another unsuccessful attempt to dream beyond our capabilities or reach for an unsuitable state for which we are not matched. Your why is the…

My father and I did not share as close a kinship as some families. At times, our relationship was contentious, distraught by a strong disagreement over trivial matters. My mother, as the intermediary, would always stand ready to intercede with words of encouragement. She would often tell me my father…

Nobody likes bear markets. However, over the last few bear markets, starting from the 1987 stock market crash, there were successful strategies that consistently stand out as gold mines for individual investors. These strategies not only survived the past bear markets, but they also flourish in bull markets. …

I just finished reading a book from a fellow financial planner, Shari Greco Reiches titled Maximize Your Return on Life, Invest Your Time and Money in What You Value Most. I highly recommend this book to anyone just starting the financial planning process. What I find most interesting is the…