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 […]
New Year: Achievable Goals
It is the beginning of the year and a great time to reset and start thinking about the next set of goals you’d like to accomplish. The last two weeks I have discussed “Setting SMART Goals” and “Writing Down the Vision/Goal” on my YouTube channel.See below for links. Typically, when the new year rolls around, we […]
How to Build Wealth While Heeding the Bible’s Warnings to the Wealthy
This blog post was written by Ben Wacek, of the Christian Financial Advisors Network, where I’m also a member. Written By Ben Wacek, CFP®, CKA® It’s not uncommon to find tension between different passages of scripture in the Bible. Though it can sometimes feel confusing, this is part of the beauty of the Christian life. Following...
Is It Possible to Time the Market?
“Is it possible to time the market?” As this topic has come up a few times recently I wanted to stop and talk about it. In conversation last week with one of my dear clients who is already in retirement, she asked the question, “as markets have been down so much and I’ve lost money, […]
What is Stewardship
Aug 22 Written By Kaysian “Kaysi” Gordon, CFP®, CKA®, CPA, MBA Stewardship is a topic that is very dear to my heart. As I’ve studied more on the subject, I first have to ask the question: What is stewardship? In going through my Kingdom Advisors coursework, the definition that was shared is “utilizing and managing all...
Automate Your Savings and Your Life
Some years ago, when I just finished college, but right before I started my accounting career, I started using the credit cards that had been provided at the school gate. Do you remember those days? If you sign up, you get a free t-shirt or something free – so it was very easy to sign up. Little did […]
Is Investing in the Stock Market a Form of Gambling?
This article was first published by my colleague at Christian Financial Advisor Network, Ben Wacek. This topic has been on my heart to share for a long time. Jun 30 Written By Ben Wacek, CFP®, CKA® Currently, the S&P 500 Index (a popular gauge of health for the US Stock Market) is down in value by […]