1. Why are we sharing real client stories of generosity?

    The people are real and so are the stories. And their lives were never the same because of what they did and continue to do. That’s a big claim, we know. But we think you’ll agree once you hear from these ordinary people and the extraordinary impact generosity has on them and others. So why are …Read More

  2. Why Having a Financial Pro Matters

    Estimated Read Time: 3-4 Minutes A good professional provides important guidance and insight through the years.   What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible ben…Read More

  3. Setting Goals as You Save & Invest

    Estimated Read Time: 3-4 Minutes Turn your intent into a commitment. In personal finance, as with most areas of life, goals help us to grow and achieve more. Here are a couple reasons why we think each family should have financial goals put in place. Goals give you focus. To find and establish your …Read More

  4. 5 Money Questions to Ask Your Spouse

    Estimated Read Time: 3-4 Minutes What are the keys in planning to grow wealthy together? When you marry, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you need to also succeed financially. The good news is that is usually not so …Read More

  5. Bad Money Habits to Break Now

    Estimated Read Time: 3-4 Minutes Behaviors worth changing for a more promising future. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, change them now for a more…Read More

  6. 5 Retirement Questions That Have Nothing to Do With Money

    Estimated Read Time: 2-3 Minutes   Think about these matters before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors you cannot quantify. Here are a few of those factors as well as the q…Read More

  7. Do You Know Who Your Beneficiaries Are?

    Estimated Read Time: 1-2 Minutes Why you should periodically review beneficiary designations. Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job a…Read More

  8. Avoid These 7 Life Insurance Missteps

    Are you about to buy life insurance? Shop carefully. Make your choice with insight from someone who understands the ins-and-outs of life insurance, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone interested in life insurance should take the tim…Read More

  9. Why the First $100k is the Hardest

    Estimated Read Time: 2-3 Minutes When you ask millennial's, what is your number one financial goal in life, most will answer, "To be a millionaire" or something similarly vague and lofty. What most millennials fail to understand is that it can be hard to become a millionaire, let alone accumulate $1…Read More

  10. Why You Should Care about BRI – Why in the World Would You Not?

    A local auto dealership named Bill Gatton does their ads on TV about trading with them and ends with a question, "Why in the world would you not?" We ask that as we think of BRI? What is BRI? BRI stands for Biblically Responsible Investing. BRI is investing that aligns one's investments with Bible v…Read More