Insights Topics
New Year, Smarter Investing: 5 Resolutions for Growth with Christian Values
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...
7 Reasons Why Faith-Based Investing is Important for Catholics
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...
Deadlines You Can’t Miss by December 31st
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...
Legacy Planning
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...
Investing
Finding opportunities during volatile markets 6 Strategies to maximize wealth during periods of market uncertainty Historically, staying on course with an investment plan has outperformed reactionary investment decisions during market volatility. This does not...
Estate Planning & Trusts
Is your estate plan in order? Five Tips for securing your estate plan Have you delayed completing or updating your estate plan? If the answer is yes, then you certainly aren’t alone. We all put off even the most important tasks, but I’ve found most clients who commit...