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Celebrating Wisdom, Stewardship, and Milestones
May is a month of remembrance and planning for the future—perfect for celebrating wisdom, stewardship, and milestones.May is a month of remembrance and planning for the future—perfect for celebrating wisdom, stewardship, and milestones. May is a month of remembrance and planning for the future—perfect for celebrating wisdom, stewardship, and milestones. As we journey through May, we’re reminded of the importance of preparing for the future—not only financially but also relationally and spiritually. This month, [...]
Are You Financially Literate?
Are you financially literate? April marks Financial Literacy Month, a timely opportunity to reflect on our financial goals and how we steward the resources God has entrusted to us. As a Christian financial advisor, I see financial literacy as more than a call to learn about budgets, credit scores, or retirement planning—it's a chance to align our financial habits with biblical principles and deepen our understanding of God-honoring stewardship. Why Financial Literacy Matters Proverbs [...]
Tax-Saving Tips to Maximize Stewardship
As we head into tax season and begin to plan our finances for the coming year, it can be difficult to paint an accurate picture without memorizing all the key numbers that affect our taxes. These include items like healthcare, updated tax brackets, retirement contribution limits, Medicare premiums, and more. Navigating tax season with wisdom and integrity is challenging when tax codes are ever-changing. Tax-Saving Tips to Maximize Stewardship and Minimize Taxes Stewardship is [...]
Confidence at Christmastime
"Let us then approach God’s throne of grace with confidence, so that we may receive mercy and find grace to help us in our time of need." —Hebrews 4:16, NIV As we approach the joyous season of Christmas, it’s a perfect time to reflect on the profound significance of Christ in our lives. For many, Christmas is not just a celebration of the birth of Jesus; it is a reminder of the confidence and [...]
Happy Thanksgiving
Thanksgiving is a time for gratitude, family gatherings, and, for many, the start of the holiday spending season. Celebrations are greater without financial strain. While it’s wonderful to celebrate and give, it’s equally important to maintain financial health during this festive time. Here are some tips to navigate Thanksgiving without breaking the bank: Create a Budget: Before diving into the Thanksgiving preparations, set a realistic budget for food, decorations, and activities. Stick to it [...]
Is your financial planning holistic?
Is your financial plan holistic? And what does that mean? The Oxford Dictionary defines holistic as "characterized by the belief that the parts of something are interconnected and can be explained only by reference to the whole." Holistic financial planning considers the whole person and every aspect of our lives in the present and the future in a comprehensive and extensive planning process that has the potential to live long past us. Comprehensive We [...]
