Resources
Protect Your Family's Future Without Compromising Your Values.
6 Tips for Charitable Giving in Retirement Without Sacrificing Your Financial Goals
The Clear Money Path Blog
Values-Based Investing
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
3 Tips for Managing Your Finances God’s Way
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,
Faith and Finances — What Does the Bible Say About Money?
Christians believe that Jesus is Lord over our entire lives. That means he touches everything we do. But when it comes to finances — one
Working with Financial Advisors
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
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
What is a Retirement Plan Consultant?
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
Personal Finance
Are You Ready? How to Know When to Retire
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
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
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
Plan Well, Invest Well, and Finish Well Resources
Plan Well - 5 Laws of Financial Freedom
Invest Well - 5 Laws of Wise Investing
Finish Well - 5 Laws of Lasting Legacy
Values-Based Investing Resources
Buy, Sell, Hold Video Series
In this special episode of Buy, Sell, Hold, Mark walks through the silent financial risks that arose as a result of the COVID-19 pandemic. Combining his industry expertise with trusted outside sources, Mark explores how we can best be prepared in a post-pandemic, financially-volatile environment.
