Pensions: Lump Sums or Timed Payouts?
If you are one of the lucky few who will receive a pension from your employer when you retire, the options can sometimes feel overwhelming. These options may include taking […]
Category Archives: Financial Planning
Don’t “Bury” Your Talents – Seize This Opportunity!
The financial press loves to talk about markets like a reality show, but, as advisors, we see the very real impact of a down market. We know you strive to […]
Estate Planning Guide For Fiduciaries
Now I’m a fiduciary. What’s next? A fiduciary can be thought of as a person who is responsible for another person and, in many cases, that person’s assets. As […]
Financially Preparing for a New Arrival
When preparing to add a new baby to the family, you may find a seemingly infinite number of tasks on your to-do list: set up the nursery, install the car […]
Securing Strong Families of Wealth and Wisdom—Part 3: Scenarios for Success at Every Stage
Investing in the future of your family may be your top priority. You know that your wealth must be managed wisely to produce the outcome you most desire: a God-honoring […]
Securing Strong Families of Wealth and Wisdom—Part 2: Skills for Success
Wielding Wealth Wisely An artisan begins as a novice, and if he wishes to become an expert craftsman, he must acquire and continuously sharpen a specific set of skills related […]
Securing Strong Families of Wealth and Wisdom—Part 1: Firm Foundation
When your financial reality is one of wealth, there can be an incorrect assumption by outside observers that all your problems are solved. You have accumulated more wealth than you […]
Be Wary of Unemployment Scams
Seasons of vulnerability and increased market volatility are a prime time for scammers on the hunt for victims. Unfortunately, there are two newly arising scams that you should know about, […]
Busting Misconceptions about the Wealthy
For many of us, becoming wealthy may seem as improbable as winning the lottery. Millionaire status is sometimes fun to imagine, but it may also feel impossible to attain, due […]
Is an ETF better than a Mutual Fund?
Exchange Traded Funds (ETFs) hold an advantage over mutual funds. ETFs are similar in that shareholders of both will pay any tax due on the income, dividends and short-term capital gains […]
