There is one word that I focus on more than any other when I think of financial planning. That word is intentionality. In fact, the...

Hope and personal finance may not seem related initially, however, hope is an integral part of any financial plan. The aspect of hope...

When you purchase an investment, there are generally three layers. Today, I am offering a quick explanation of those layers to...

I get it. Sometimes ignorance is bliss. This is one area though where awareness is very beneficial to your life. I am not writing today...

A part of every good financial plan is determining goals. Goals shape how we spend our time and the tasks we devote ourselves too....

This has been a tough year for many. Recently, I was talking with a friend and fellow financial advisor that was trying to decide if he...

Our natural tendency with finances is to desire more. Near the end of Proverbs are a few verses that stand in stark contrast to this...

Financial advisors charge in many different ways. Today, I wanted to highlight one of the most significant differences between how...

Recently, I did a survey with clients. One of the questions I asked was how I could improve. More than one person mentioned they wanted...

With mortgage interest rates at or near record lows, mortgage refinancing is receiving a particular amount of attention...  and for good...

Jesus said in Matthew 6, “For where your treasure is, there your heart will be also.” I believe we can use money to lead our heart-...

The intersection of finance and psychology is fascinating. Being aware of our own biases can significantly improve financial decision...

Money isn’t meant to just sit in a financial account indefinitely. It is a tool to reach an intentional goal. In my job, I am constantly...

One of the first tasks many prospective home buyers do is getting prequalified for a mortgage. This essentially entails giving a lender...

Last year, I read a book by Tim Sanders titled “Today We Are Rich.” This past weekend there were a couple of times this title popped into...

Last week I participated in a call presented by Rob West (Kingdom Advisors) and Paul Anthes (R3 Coaching). Among other topics, they...

Would I rather invest on a pre-tax basis or invest in a Roth? It is one of the great debates of personal finance. Today I wanted to bring...

During my senior year in college, I had the opportunity to give a quick word of advice to the student body during one of the chapels. The...

Sometimes it feels like the media is flipping a coin to determine if they share a doomsday article or an article touting the next...

Many industries have their own specific terminology. It can honestly sound like a foreign language to those not working in that...