Category: Financial Planning

Estate Planning from a Biblical Perspective: Preparing for the Future with Wisdom

Estate Planning from a Biblical Perspective: Preparing for the Future with Wisdom by Quinn Mackey Estate Planning is an essential aspect of responsible financial stewardship. For those unfamiliar with the…
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Investing FOMO: Don’t Follow the Herd

Documentaries about animals are fascinating to watch. Maybe you’ve seen footage of bison or other herd animals suddenly stampede due to a predator or other disturbance. Each animal reacts based…
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6 Biblical Principles of Financial Planning

6 Biblical Principles of Financial Planning Over 25 years we’ve worked with many Christian families who want to make wise financial decisions and through countless relationships we’ve seen a number…
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Would you buy a house without knowing anything about it?

Would you buy a house without knowing anything about it? Probably not. Imagine a couple looking to purchase a home, one of the biggest financial decisions of their life, and…
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Financial Literacy Book Recommendations

Financial Literacy Book Recommendations Benjamin Franklin said that “an investment in knowledge pays the best interest.” One of the best things we can do is pursue wisdom and knowledge. The…
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Learning from Martin Frobisher’s Fool’s Gold

Learning from Martin Frobisher’s Fool’s Gold Sir Martin Frobisher was a 16th century English privateer and explorer famous for making three voyages to what is now northern Canada. Frobisher’s early…
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What is Sequence of Returns Risk?

What is Sequence of Returns Risk? There are a number of risks when it comes to investing for retirement. Are you saving enough? Do you have enough time for your…
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What Does SECURE Act 2.0 Mean for You?

What Does SECURE Act 2.0 Mean for You? By Jake Preston Retirement emerges again as a bi-partisan issue in Congress. SECURE Act 2.0 was signed into law by President Biden…
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GOATs, Recency Bias, and Investing

Tom Brady is the NFL’s “Greatest of All Time”. Everyone from sportscasters to armchair-quarterbacks are touting Brady’s stats and records and labelling him as the NFL’s greatest ever player. Let’s…
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November 2022 Market Commentary – Generating Tax Alpha

Year-end tax surprises are no fun, and you may be surprised to learn that it’s possible owe capital gains taxes even though your account is down in value for the…
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How do you save for your kids’ college expenses?

How do you save for your kids’ college expenses? By Jake Preston The average cost of college in the United States per student per year is $35,551 in 2022[1], a…
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Introductory Guide to College Financial Aid

Introductory Guide to College Financial Aid By Colin Craig If you or your child are considering attending college in the next year or two, this post is for you. Because…
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Demystifying the FAFSA

Demystifying the FAFSA: A Simplified Guide to Filing Your Application By Colin Craig If you are a busy high school senior or a parent of a soon-to-be graduate, the college…
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4 Financial Retirement Questions to Ask Yourself

4 Financial Retirement Questions to Ask Yourself Retirement is a goal shared by people of all walks of life and profession. The idea of being financially secure and spending time…
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Watch Out for These Common Senior Scams

Watch Out for These Common Senior Scams In 2021, the Federal Trade Commission logged 467,340 fraud reports from people aged 60 and older for a total loss of $1,040,451,194[1]. These…
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