Tuesday’s Two Cents
Giving brings more meaningful blessings than receiving.
7th Principle of Biblical Wealth Management: Heritage Planning, Part III
My last two blogs have been on Heritage Planning and last week we looked at some thought provoking questions to consider. This week we will cover the first 6 of the 12 Elements of Preserving Family Wealth.
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
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
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
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
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 […]
4th Principle of Biblical Wealth Management: Diversify Using Biblical Principles for Investing
I know a thing or two about investing. Next month will mark 29 years of professional investment experience for me. The most important thing I’ve learned in this profession is to always follow Biblical guidelines while investing. It prevents much stress and heartache. The scriptures I have mentioned above give us a clue into the […]
The Day Our Sins Were Wiped Clean
It’s Good Friday, the day that our sins were wiped clean. Where would we all be, who would we all be, if Christ had never come? This past week and upcoming weekend are an annual reminder to re-evaluate our spiritual life.
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 […]