5 Ways to Teach Your Children Well

These are the moments that make me a proud mama.  It is my responsibility as a parent to create a safe, loving environment for my children to thrive. You are your son or daughter’s best teacher.  Let’s explore five ways to raise healthy, responsible children.

Read More
How to Budget Wisely during a Recession

There are only so many things within your control, and cash flow planning is one of them … regardless of whether we are officially in a recession or not. Budgeting wisely is crucial during your family wealth-building journey.

Read More
How to Track Cash Flow with a Detailed Budget

Budgeting is a sign of freedom where you are in the driver’s seat on spending and saving decisions. It’s your guidepost to build wealth as a family. [. . .] If budgeting evokes angst and contempt for you, it’s time for a new approach. Go read this article about how to budget without dread and come back when you’ve finished it.

Read More
How to Use the Envelope Budget

An envelope budget system is a great tool for new college grads, even high school students who are working part-time. Learning this simple tool is a great way for young people to get started on the right trajectory.

Read More
Don't be a Budget Hater! Here's How to Budget Better.

In my own financial journey, I have learned that budgeting doesn't have to be intimidating, stressful, or boring. In fact, budgeting can help you reach your loftiest goals. My hope is to help you shift your perspective on budgeting by the end of this post. I promise you that it is totally possible to feel better about budgeting.

Read More
Your Pre-Retirement Checklist

Your family’s journey to financial independence will look different from your neighbors and friends. However, there are commonalities on the path to retirement that should be considered well before you resign or exit the business. In this post, I’ll be discussing seven items you should have on your pre-retirement checklist.

Read More
3 Key Takeaways from “Abominable”

I don’t get out to the movies often but relish the few hours spent in a comfortable theater chair, sitting beside my two oldest boys.  Recently, my sons and I saw the movie Abominable and absolutely loved it.  This article explains my three biggest takeaways.

Read More
Conquer 2022 with Bear Market Investing Strategies

Here we are on the verge of a bear market. This after being on a wild roller coaster ride with COVID for the past couple of years.

You’re probably wondering…

  1. How did we end up here?

  2. What is driving the bear market?

  3. And, what is the best strategy to navigate the market downturn?

In this article, I’m going to answer each of those questions one by one. My hope is that, by the end of this article, you’ll have a good strategy that will relieve some of your anxiety about the 2022 bear market.

Read More
4 Principles of Stewardship

Do you ever struggle with the idea of stewardship? Are you ever concerned about responsibly using the financial resources God has entrusted to you? You most likely struggle because you know Jesus died for our sins, and you want your actions to serve him.  You want to live generously and in alignment with the plan God has for your life.

Read More
5 Ways to Move Beyond the Status Quo

There’s a lot to be said for maintaining the status quo. It’s comfortable. And familiar. It is a great place to be when things are going well in life.

But what if things are not going so well?

I do not know your particular struggle today, but I know you have one. What are you going to do to fix it?

Read More
How an Abundance Mindset Fuels Growth

People who have an abundance mindset see failures as opportunities to learn and grow. They take responsibility for their choices and forgive those who have wronged them.

An abundance mindset tends to come with more gratitude, contentment, generosity, and contribution.

Read More
Estate Planning Isn't Reserved for the Rich

Tragedies happen every day.  Every hour.  Every minute.  It’s impossible for us to predict the future.  But that doesn’t mean we can ignore the fact that death is one certainty of life. 

Read More
Faith vs. Fear: Which One Wins?

As Christians, it’s easy to think about faith through the lens of the first definition.  You either trust in God or you don’t.  But the alternate definition offers a new perspective on faith.  Michael Kitces’ recently interviewed Diane MacPhee on the Financial Advisor Success Podcast, and Diane shared this related Indian fable…

Read More
10 Questions to Ask When Hiring a Financial Advisor

Let’s turn to 10 questions you should ask when hiring a financial advisor. The exact list of questions is subjective. Try to gather as much data as you can in advance by reviewing a firm’s website and the LinkedIn profiles of its advisor(s).

Read More
Alphabet Soup: Financial Advisor Designations

Not all advisors are created equal. Some of us invest deeply in professional designations and continuing education to bring the most value and expertise to the clients we serve.

Read More
The Future of Generosity

Charitable giving surpassed $400 billion in 2020, which represents 2.1% of Gross Domestic Product (“GDP”). However, we’ve remained at this level for about 40 years. That’s too many years of too little progress.

Read More