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6 Tips for Charitable Giving in Retirement Without Sacrificing Your Financial Goals

The Christian faith community has practiced charitable giving for thousands of years. Christians are taught to live generously and they often give to their church or other charitable organizations they care about. Generosity is of course a heart response to God’s generosity in all He’s given to us. It just makes sense that grateful people …

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Asset Management vs. Wealth Management

We all strive for wealth. Whether it’s wealth of knowledge, wealth of spirit, or financial wealth. But once we achieve our goals, sometimes we need help managing what we’ve acquired. In the scope of finances, this often means finding a financial advisor to provide guidance and manage your accounts. There are many types of advisors, …

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Characteristics of a Good Financial Advisor (And How to Find One That Fits Your Life)

For many people, the idea of handing over their finances to someone else is scary. How do you know that person really cares about your well-being? How do you know they’re acting in your best interest? You need a professional you respect and trust to feel comfortable with them guiding your retirement plan. That’s where …

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Couple meeting with financial advisor

Main Street vs Wall Street — How is a Local Financial Advisor Different from a Big Investment Firm?

What comes to mind when you think about managing your money? Many people think of Wall Street. They picture the giant investment firms of New York City, looming large in their skyscrapers. They hear the hub-bub of a packed lobby and busy brokers racing from one client to the next. For some people that image …

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How to Build Financial Literacy in Your Kids

Consider the financial decisions you’ve made throughout your life. Do you have any regrets? Maybe you wish that you wouldn’t have racked up so much credit card debt, or maybe you’re kicking yourself for not investing sooner. Regardless of your financial past, you have the opportunity to give your family a bright financial future. You …

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