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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 [...]
How Financially Fit Are You?
Let's make 2025 the year where we get in the best financial shape possible! As physical fitness begins with an assessment of our health, our financial health needs to begin with such an assessment. How financially fit are you? Examination Like any good fitness plan, it starts off with a look at where you stand today and then setting a resolve to make improvements. How financially fit are you? Is your financial plan holistic? [...]
Setting Financial Goals for 2025
Setting Financial Goals for 2025: A Blueprint for Success As we step into January 2025, it’s the perfect time to set financial goals that will guide you toward a prosperous and secure future. At Stewardship Advisory Group, we believe that financial success begins with intentional planning and disciplined execution. Whether you’re looking to grow your wealth, reduce debt, or secure your retirement, a strong financial strategy is essential. 1. Reflect on Your Financial Health [...]
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 [...]
Tips for Taming College Cost
College costs have escalated to a seemingly insurmountable price. Parents who have wisely set aside funds for college through investment vehicles such as a 529 plan, Roth IRAs, or UGMA/UTMA Custodial Accounts might still be surprised to discover their efforts are not enough. But the good news is that even high-income families can qualify for financial aid. There are a few hoops to jump through, but a little effort can equate to more support. [...]
5 Ways to Plan for Retirement Now
As summer begins to draw to an end, thoughts of being able to linger longer at your favorite vacation spot inspire you to start dreaming about retirement. But dreams won't get you there. Planning for retirement begins when you start to envision it. This month's newsletter is full of important details to consider as you look toward retirement. Here are 5 ways to plan for retirement now. Assess your current situation How is your [...]
3 Common Mistakes Made in Hiring a Financial Advisor
You have worked hard to be a faithful, wise steward. Hiring a financial advisor is one of the more significant decisions you will make to protect your investments—with implications for the path of your financial future for decades to come. So, how do you pick a financial advisor? Let's start with how not to. Here are 3 common mistakes made in hiring a financial advisor. Hire to pursue treasure. We are merely stewards of what [...]
Where There’s a Will, There’s a Way
People can strive to have a lot of power in this life but fail to realize that the power of a will goes beyond this life. With only 1/3 of adults having a will as part of an estate plan, many forfeit their planning and leave their hopes to chance rather than a plan. But where there's a will, there is a way. Will Power All that you have worked for in this life [...]
