Finance
Financial Planning for the Early Stage of Your Career
Today I share the 4 key financial steps for early-career professionals. Tune in and set yourself up for financial success!
Read MoreGUIDE: How to Build Generational Wealth
Generational wealth guarantees financial wellness for the people that matter to you. In this guide, Financial Advisor Josh Duncan discusses how to build generational wealth.
Read MoreOver Time, You Will Learn New Things – Investing in 12 Pictures
Both knowledge and behavior play key roles in the investment process. Read on to learn more!
Read MoreBond Basics: Understand the Ins and Outs of the Bond Market, Part I
Today we dive into bonds! We explain bond terminology and show you how to calculate yields, so you can better understand your investments.
Read MoreQuarterly Market Review – Second Quarter 2022
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2022.
Read MoreWhat Are the Three Big Distractions Keeping Me From Success?
Jesus cautioned us about 3 distractions: cares of the world, deceitfulness of riches, and desires for other things. Tune in to learn how to stay focused on true success!
Read MoreIt’s NOT a Plan—It’s a Process! (Investing in 12 Pictures)
Investing done right is part of a comprehensive, iterative, financial planning process. Read on to learn more!
Read MoreTaxes: How Low Can You Go? (A Primer on Tax Deductions)
Today we dive into tax deductions! We clarify and compare above-the-line vs. below-the-line deductions, so you can lower your tax bill.
Read MoreWhat do I do when a loved one passes away?
Today I cover the steps to take when a loved one passes away, including who to contact and how to obtain the legal documents you will need.
Read MoreWhy Market Timing is NOT a Good Idea
With the market down, lots of folks are wondering about “timing.” Read on to find out why this is NOT a good idea.
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