Aug 12, 2022 Insights How to Develop a Family Mission Statement Productivity expert Stephen Covey describes a family mission statement as “a combined, unified expression from all family members of what your family is all about — what it is you really want to do and be — and the principles you choose to govern your family life.” Writing this statement can be a family activity that aligns everyone to shared values and goals while also teaching younger children what improving Return on Life really means. Work through these four steps with your family to create a mission statement that will inspire and endure. Read More
Jul 19, 2022 Retirement Funding Insights Giving Strategies Creating a Mission-Driven Retirement 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. Read More
Jul 15, 2022 Retirement Funding Insights 5 Steps to Address Concern About an Aging Parent There’s no simple way to tackle all the logistical and emotional challenges associated with caring for an aging parent. But these five steps will help you get the help you’ll need to make sure your parent is safe, cared for, and financially secure. Read More
Jul 6, 2022 Insights Giving Strategies 4 Things to Consider Prior to Providing Financial Support to Your Adult Children 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: Read More
Jun 30, 2022 Insights Tax Planning Giving Strategies Financial Planning Create Maximum Joy and Impact with Charitable Giving Read More
Jun 22, 2022 Insights Tax Planning Giving Strategies Financial Planning A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions 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. Read More