Reviewing your spending and saving habits and getting ahead of tax season can help set a strong financial foundation for the year. Taking time to evaluate where your money can allow you to identify opportunities to save more, adjust your budget, and align your...
As 2026 begins, shift your focus from saving to fine-tuning. For the purposeful investor, a New Year’s resolution isn’t about the broad strokes of saving or budgeting. By the time you have reached a certain level of financial stability, the goal shifts from...
Faith-based investing is important for Catholics because it aligns financial decisions with Church teaching and personal discipleship. Instead of treating money and faith as separate, it recognizes that investing is a moral act with real-world consequences. Here are...
As the year winds down, many people are thinking about holiday plans, family gatherings, and completing work projects. However, for retirees and those planning for retirement, financial deadlines carry a special urgency. Tax bills, retirement accounts, and even...
The Importance of Legacy Planning How Legacy Planning and Estate Planning go Hand-In-Hand The terms “legacy planning” and “estate planning” are often used interchangeably. Over time, estate planning has come to refer to the transfer of assets and personal belongings...
