Investing – Definitions 102

Last issue we discussed why you invest and defined assets and liabilities (click here to read). Another important aspect of investing is understanding the liquidity of the asset the investor chooses to invest in. Let’s define what liquidity is and why it is...

Stewardship Well Done Journey – Budget

Once you have determined your priorities, the next step on your Stewardship Well Done Journey is to set a budget. Did your heart just drop? Did you get a bad taste in your mouth? Budgeting is not often named as anyone’s favorite activity. However, we invite you...
GIVING – Leaving a Legacy

GIVING – Leaving a Legacy

As we have worked with friends on legacy plans over the years, leaving something behind that makes a difference is usually a high priority. Most of us are too humble to admit it, but being remembered is just one of those things we treasure. Here are some examples: A...