Asking the right questions can greatly impact your future — especially when it comes to your finances. That’s why It’s Gotta Be a CFP®.

Do you want to give back more with a greater sense of purpose? Learn how mission driven entrepreneurship can be a very rewarding start to your next phase of life as discussed on Wall Street Today and our upcoming book Mission Driven.

What would God want you to do with what He has given you? What will your mission-driven retirement look like? If you don’t know yet, it’s probably because you haven’t dug deep enough.

A large part of being a parent is making our children’s lives easier which often comes in the form of committing financial support to those adult children. But before writing a check or making a deposit through Venmo to your children, ask yourself these four key questions:

If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-efficient across several dimensions of your overall plan.