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If you are considering partnering with a financial professional for the first time, it may be because you feel overwhelmed by the state of your finances. If you’ve never had […]
If you are considering partnering with a financial professional for the first time, it may be because you feel overwhelmed by the state of your finances. If you’ve never had […]
With all of the volatility and chaos that has occurred over the last week in the banking sector, many people are suddenly wondering if the money they have saved at […]
A lot of people eagerly anticipate finding out whether or not they’re owed a tax refund, because sometimes that amount is quite sizeable, and it can feel like an exciting […]
Tax Season is upon us again! Though Tax Day is ordinarily April 15, it is on April 18 this year. This unusual occurrence is due to April 15 falling on […]
Biblically Responsible Investing (BRI) is the intersection of faith and investing, where you can be confident you are putting your money where your heart is. This type of strategy combines […]
Our Executive Vice President Adrian Young was recently interviewed on Family Life Network as a special feature. His conversation offered practical tips and techniques for managing your personal and household […]
Imagine the scene at a family dinner, when everyone was well fed and comfortable, and your children brought up your estate planning. “Are your Wills still from when we were […]
A phone call from an unfamiliar number is not always sinister, but it’s important to be wary of scams and to have confidence that your information is secure. Avoiding scams […]
The Christian’s goal when investing should be to build a lasting legacy for Kingdom use in the future. To achieve this goal, it is key to understand the cyclical nature […]
Building a lasting legacy is a process, not a checkbox. Investing is a large component of the lifelong legacy process, as reaching our goals for retirement savings and charitable giving […]