Many parents plan to leave a sizable inheritance to their children, but by the time that gift arrives, the greatest financial opportunities may have already passed. Discover how wise Christian stewardship can include helping adult children financially during life's pivotal seasons without creating dependence. Learn the difference between empowering your children with a meaningful one-time gift and enabling ongoing reliance, while balancing generosity with your own retirement security.
Read MoreThe real purpose of wealth is to create enough financial breathing room that you can spend less time worrying about money and more time enjoying the people who matter most.
Read MoreQuick gains have a natural allure. They catch our attention much like a business that appears to be racing ahead with dazzling speed and success.
When we see something moving fast and making impressive strides, it is easy to feel we will miss out on an opportunity that others are already capitalizing on if we don’t move quickly. This sense of urgency can be powerful, but it is important to pause and reflect on what lies beneath the surface.
Read MoreUncertainty is an inevitable part of life—especially when it comes to economic policy. The recent implementation of 25% U.S. tariffs on imports from Mexico and Canada has introduced a wave of unpredictability for businesses, investors, and consumers alike.
How will these changes impact industries? What does this mean for long-term economic growth? And more importantly, how can individuals make sound financial decisions amidst these uncertainties?
This post explores these questions, incorporating insights from Professor Douglas Irwin, a leading expert on trade policy, while offering timeless financial principles to help navigate economic uncertainty with confidence.
Read MoreCan you believe Christmas is right around the corner? With the holiday season often comes gift giving. Resist the urge to spend beyond your means. Instead, embrace simplicity.
Read MoreEmotional attachment can impact two key areas of our lives: relationships with people and material possessions. As parents who strive to live out our faith, how do we navigate these attachments in a way that aligns with God’s calling for us? Let me guide you in finding the right balance between emotional attachment and stewardship, wisdom, and generosity.
Read MoreBuilding wealth does take effort and intentionality, as well as a holistic approach. In this article, I want to offer three key steps to achieving your goal of financial wellness. But first, let’s take a deeper dive into the connection between financial health and physical health.
Read MoreAre you contemplating a career change? Be sure to read this important article first for five considerations.
Read MoreKnow that you are not the only one who is anxious about this upcoming tax season. Below are four strategies to ease your tax season anxiety.
Read MoreIf you’re a regular reader of this blog, you are likely familiar with the role of a financial advisor. In this guest blog post, Melissa Tosetti of The Savvy Life explains the role of a money coach, types of money coaches, and signs that perhaps you should hire one.
Read MoreValues and goals are different for each family. And when trying to balance competing priorities of saving vs. spending, it is challenging to get it right. You may wonder how much to save per paycheck or if there’s a savings rule of thumb by age.
Read MoreI truly care about helping others on the road to financial freedom. My goal is to build trust and goodwill with faith-driven families who need expert guidance to tackle their biggest financial goals. I want to share how I became a CPA financial planner and built WorthyNest® so that you can be confident about the resources you find here.
Read MoreIt’s valuable for each family to have a cash emergency fund that can be tapped for true emergencies – like a car breaking down or furnace repair in winter – but this needn’t be more than a few thousand dollars. Once you’ve comfortably saved for an unforeseen, short-term emergency, then you can turn your attention to bigger goals.
Read MoreDon’t stop at an emergency fund. Build an opportunity fund, too.
Read MoreHow would you like a one-page snapshot to carefully vet new or existing small business ideas? Good news! The business model canvas (“BMC”) may be your solution. It’s a simple one-page sketch and is an excellent alternative to a lengthy, traditional business plan.
Read MoreA business plan is typically at least a detailed 10-page document that can take some serious time and energy to complete. If you’re a solopreneur or a small business owner juggling a hundred other tasks, actually writing a business plan might sound… well, daunting.
I’m happy to tell you that there’s an alternative to a business plan. And it’s just one page long. Yes, a single page.
Read MoreRegardless of the reason for hanging your own shingle, you’ve found some financial success along the way. You have steady, recurring revenue from a growing client base as a service-based entrepreneur. You are coming to the realization that there aren’t enough hours in the day to accomplish your business goals. You cannot personally serve any more clients without some help.
Read MoreIf you’re a working parent, you’ve probably wondered many times how to balance work and family. I have, too. And honestly? Trying to find this mysterious work-life balance was really discouraging. But I have a different perspective now than I once did. Instead of trying to achieve work-life balance, seek work-life happiness instead.
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