How to Save Time, Money and Mental Energy
Some time last year, I started the decluttering process in my home. To be completely transparent, I’m not quite sure what happened that made me say it was time. I started the slow process of one area at a time. I went to friends’ homes and wondered how they managed to have such a state […]
New Year, New Goals?
As we have entered a new year, individuals will often start creating resolutions about things they may want to change in their lives. A few years ago, instead of creating resolutions, I created a vision board with some of my friends. This also came after a detailed goals setting session with another friend. The goal […]
Year End Giving Opportunities
This article was written by my Christian Financial Advisors Network colleague and highlights some considerations of different ways to make charitable gifts. Written By Donovan Brooks, CFP®, CKA® As we progress into the final quarter of the year, it tends to beg the question, “What are the tax advantaged year-end giving...
Holiday and Gift Giving Tips
As we approach the holidays, I want to share some conversations I have been having around gift giving for the holidays. It’s so easy to get caught up in wanting to give gifts, even little trinkets to everyone – that we sometimes unknowingly end up spending way more than we intended. As you start to […]
Is There a ‘Proper’ Christian Lifestyle?
This article was written by my CFAN colleague Anil Chacko. Is There a “Proper” Christian Lifestyle? Jan 24 Written By Anil “Neil” Chacko CFP®, CKA® I run a Bible study at my church where we explore what God’s word has to say about finances and managing money. Inevitably, as the study progresses, one of the most […]
Financial Blind Spots
One of the things I enjoy most about what I do is helping clients to see things from a different perspective in their financial lives. Often times, we see situations based on our knowledge and experiences, and unfortunately sometimes, that may be limited. We cannot have experienced everything there is – especially if this is […]
Do You Really Need Life Insurance?
Life Insurance is one of the topics that is particularly sensitive to me. Why, you might ask? And that would be a very fair question. Isn’t life insurance necessary? Let me start by saying: There is no one-fit solution for everyone and that each individual’s circumstances should be viewed based on their own needs. The […]
What Does the Bible Say About Investing?
This article was written by my CFAN colleague, Anil Chacko. Jun 23 Written By Anil “Neil” Chacko CFP®, CKA® As Christians, one of our core beliefs is that the Holy Bible is the infallible Word of God. In fact, God’s word tells us: “All scripture is breathed out by God and is profitable for teaching, for […]
Transferring Wealth and Transitioning Well
This article was written by Donovan Brooks, CFP (r), CKA (r), highlighting the benefits of creating an estate plan and transferring your wealth while you are able to see the benefits of it. (Disclosure: This is not legal advice. For legal advice, please consult an attorney.) When it comes to stewardship most of us automatically […]
Your Investment in Your Financial Goals
One of the things I often enjoy talking to my clients are: how to reach their goals. Whenever someone chooses to work with me, it’s because they recognize that they need help in their financial lives. Sometimes when we start talking, they may think it’s one set of goals, but the more we talk and […]