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
Jun 18, 2022 Investment Retirement Funding Tax Planning for Retirement: The Long Game Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You'll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. Read More