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

Leave a Comment / Blog, Faith Based Investing / By WebDev

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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Managing Taxes in Retirement: Tips and Strategies

What is A SmartVestor Pro? Finding Dave Ramsey-Approved Advisors

Are You Ready? How to Know When to Retire

Leave a Comment / Blog, Personal Finance / By WebDev

Retirement is a big decision. Oftentimes, it’s hard to know if you’re ready. For most people, it’s a question of whether they have enough money to make ends meet. But there’s also the question of what you’re going to do after you retire. How will you fill the hours of your day when you’re no …

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3 Tips for Managing Your Finances God’s Way

Leave a Comment / Blog, Faith Based Investing / By WebDev

The secular world might put money front and center, but that doesn’t mean you have to do the same in your personal life. In fact, the Christian teaching tells us to treat money as an offering or tool, and not an idol. Does this mean you shouldn’t strive for wealth? No. It means you should …

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Asset Management vs. Wealth Management

Leave a Comment / Blog, Working with Financial Advisors / By WebDev

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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Older couple meeting with financial advisor

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

Leave a Comment / Blog, Working with Financial Advisors / By WebDev

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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What is a Retirement Plan Consultant?

Leave a Comment / Blog, Working with Financial Advisors / By WebDev

Retirement planning is one of the most complicated processes you’ll ever have to go through. You’ll take decades of your life to prepare for this season, wading through a myriad of difficult personal and financial decisions along the way. Sometimes it may seem overwhelming. In fact, in a recent survey 41% of Americans said that …

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

Leave a Comment / Blog, Personal Finance / By WebDev

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

Leave a Comment / Blog, Personal Finance / By WebDev

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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