Category: Intentional Voice
Where Am I Going? Financial Literacy Tips for Young Adults (February 2024)
In a recent study 73% of Americans rank their finances as the No. 1 stress in life. Younger generations are even more stressed out than older generations with the majority of Gen Z’ers (82%) and millennials (81%) saying finances are at least somewhat stressful. It doesn’t have to be this way.
Read MoreA Tax-Efficient Way to Save and Pay for Education (February 2024)
With the cost of education on the rise and student debt looming large in the public conversation, it’s only natural that families would be looking for ways to save a bit of money while securing an academic future for the next generation.
Read MoreBy the Book – (December 2023)
When considering various investments, acting on fear is never a good idea.
Read MoreThe Challenge of Our Current Housing Market (December 2023)
When considering various investments, acting on fear is never a good idea.
Read MoreBiblically Responsible Investing — Reaching for your long-term financial goals without sacrificing your conscience (July 2023)
When considering various investments, acting on fear is never a good idea.
Read MoreTax Planning Tips for the Year Ahead (July 2023)
When considering various investments, acting on fear is never a good idea.
Read MoreThe Importance of a Growth Mindset (April 2023)
When considering various investments, acting on fear is never a good idea.
Read MoreConsidering Annuities – Don’t Act on Fear (April 2023)
When considering various investments, acting on fear is never a good idea.
Read MoreThe Greatest Transfer of Wealth Has Started — Are You Ready? (January 2023)
American’s are living through the most significant generational shift in our nation’s history. An estimated wealth transfer of $60 trillion has started. Learn how you can prepare.
Read MoreFollow the P’s of Giving to a Happy and Healthy Outlook on Life! (January 2023)
You can move from an attitude of scarcity to a life of generosity by developing an intentional giving strategy.
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