Insights

Practical Guidance for financial decisions that matter

Explore retirement, investments, taxes, estate considerations, family decisions, generosity, values-aligned investing, and the intersection of faith and finances.

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89 insights

Illustration for Safeguarding Your Finances

General

Safeguarding Your Finances

In today’s digital age, where financial transactions are increasingly conducted online, the risk of fraud and identity theft has never been more pronounced. Proverbs 27:2

Illustration for Calculated Risks

General

Calculated Risks

I hate most risk tolerance questionnaires. They ask vague, unanswerable questions that often leave folks more confused than they were to start. And they tend to pigeon-ho

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Stewardship

Laying the Foundation

I have an old wooden retaining wall in our back yard that has rotted away after 30+ years in the ground.  I finally decided to hire someone to come and replace the wall w

Illustration for Following the Leader

Relationships

Following the Leader

Last week I had the amazing opportunity to take my 13 year old son on a brief ski trip.  It’s hard to get much one-on-one time with five kids, so we were both really look

Illustration for Rich in Good Deeds

Relationships

Rich in Good Deeds

I am not a night owl.  I’ve fallen asleep in the middle of more conversations with my wife in the evening than I care to admit.  My college roommates used to make a game

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Relationships

Money Value of Time

When it comes to investing and financial planning, there’s a concept known as the Time Value of Money. Basically, the earlier you get access to money, the more valuable i

Illustration for How to Handle Healthcare in Retirement

Health Insurance

How to Handle Healthcare in Retirement

Health Insurance is one of (if not the) biggest concerns for early retirees.  Giving up employer-sponsored coverage can feel like the golden handcuffs that can keep us in

Illustration for Contemplating Early Retirement?

Retirement

Contemplating Early Retirement?

In recent years the concept of early retirement has gained tremendous popularity, and it doesn’t seem to be slowing down. This idea of having a large nest egg to retire a

Illustration for Estate Planning Beyond Your Will

Estate Planning

Estate Planning Beyond Your Will

A will is important in any estate plan, as it serves as the backbone document of what will happen when you pass away.  But there are several other pieces to a good estate