The Tasks of an Executor

The Tasks of an Executor

In the last few months unfortunately, we have had a number of older clients pass away who we had served for many years. Our condolences are with their families over the loss of their loved ones. When a person passes away, the tasks of the chosen executor for their will can be a very long [...]
9th Principle of Biblical Wealth Management: Leaving a Legacy

9th Principle of Biblical Wealth Management: Leaving a Legacy

Acts 20:35 In everything I did, I showed you that by this kind of hard work we must help the weak, remembering the words the Lord Jesus himself said: ‘It is more blessed to give than to receive.’

9th Principle of Biblical Wealth Management: Leaving a Legacy

9th Principle of Biblical Wealth Management: Leaving a Legacy

Acts 20:35 In everything I did, I showed you that by this kind of hard work we must help the weak, remembering the words the Lord Jesus himself said: ‘It is more blessed to give than to receive.’

7th Principle of Biblical Wealth Management: Heritage Planning, Part II

7th Principle of Biblical Wealth Management: Heritage Planning, Part II

Last week I introduced the process called Heritage Planning and its importance. If you missed it, I would invite you to go back and read how estate planning has a 90% failure rate by the third generation if Heritage Planning is not included in estate planning. By including Heritage Planning, you don’t have to choose […]

7th Principle of Biblical Wealth Management: Heritage Planning Part I

7th Principle of Biblical Wealth Management: Heritage Planning Part I

Wisdom, Family Values, Money…if you could only leave two of these things to your children, which ones would they be? We’ve all heard of Estate Planning, but how about “Heritage Planning?” Today, and for the next few weeks, I’d like to talk to you about Heritage Planning.

6th Principle of Biblical Wealth Management: Estate Planning

6th Principle of Biblical Wealth Management: Estate Planning

PROVERBS 20:21(NASB) AN INHERITANCE GAINED HURRIEDLY AT THE BEGINNING WILL NOT BE BLESSED IN THE END. An estate is comprised of everything you own—cars, homes, other real estate, checking and savings accounts, investments, retirement accounts, mineral rights, life insurance, personal possessions, collectables, etc. Estate Planning includes protecting these assets while living, as well as pre-planning […]

5th Principle of Biblical Wealth Management: Financial Planning Part 2

5th Principle of Biblical Wealth Management: Financial Planning Part 2

Last week I covered the 12 different areas of financial planning I personally see on a daily basis that need addressing. This week I will finish up with Biblical financial planning by covering the 5 steps to set and achieve your financial goals.

5th Principle of Biblical Wealth Management: Financial Planning Part I

5th Principle of Biblical Wealth Management: Financial Planning Part I

If you ask ten different people what financial planning is, you may very well get ten different answers. That’s because financial planning is very complex and covers many diverse areas. From my 29 years of experience here are 12 different areas of financial planning I personally see on a daily basis that need addressing. I […]