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

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

This will be the last and final part on Heritage Planning.   Last week we covered the first 6 of the 12 Elements of Preserving Family Wealth.  I would invite you to go back and read the first 6 elements if you missed last week.  Today I will cover elements 7-12.

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 […]

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.

2nd Principle of Biblical Wealth Management: Establish Written Financial Goals

2nd Principle of Biblical Wealth Management: Establish Written Financial Goals

Biblically, the act of writing means a great deal. It gives it priority, attention, and creates contemplation. Writing down your goals, desires, and beliefs is very much a Biblical Principle, as you can see from a few of the scriptures above. When you identify your goals and write them down, you are making a commitment […]

1st Principle of Biblical Wealth Management: Seek Biblical Financial and Investment Counsel

1st Principle of Biblical Wealth Management: Seek Biblical Financial and Investment Counsel

We’ve seen the commercial of the two babies on an airline in first class talking to each other across the aisle about their online trading techniques. It’s so easy a baby could do it. Or is it? This commercial tells you that you don’t need anybody’s help with your finances, that technologies allow you to […]