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 […]
Dealing With Debt
This article was first published by Christian Financial Advisors Network Written By Kaysian “Kaysi” Gordon, CFP®, CKA®, CPA, MBA Debt is a topic that has been coming up in conversations quite a bit recently. My church body has been studying the topic this quarter in a series called: “Managing for the Master: Till He Comes”....
What to Consider When Purchasing a Home
As today makes seven years since I’ve lived in my faith home, I thought it fitting to share with you some factors to consider when purchasing a home. This is also based on the conversations I am having with clients and other financial advisors. It’s been on my heart so much that I even recorded […]