Browsing Category Other Financial Topics

The Department of Labor Fiduciary Rule has been vacated. What does that mean for you? View post

If you give to charity and have an IRA, you may be able to save on taxes by doing a qualified charitable distribution. View post

Last week we discussed skills that you’ve developed as a pastor that are transferable to the secular marketplace. It was a very popular topic, so today I'm going to take it a step further and look at how to present those skills in a resume that will get you noticed. If you haven’t yet, it would be helpful to go back and read last week’s post before continuing on. View post

Today is world book day. To celebrate, I thought I’d share with you a few of the finance books that I have read and enjoyed recently, in case you want to add them to your own reading list. View post

Next Wednesday, April 25, is Administrative Professionals Day. Formerly called Secretaries Day, it was begun about 70 years ago to appreciate certain office workers who are often taken for granted. While it isn’t as popular as Christmas and Easter, those that it honors really appreciate it. View post

Today is the beginning of a brand new year, a fresh start. For many people, now is the time to leave the regrets of 2017 behind and do better in the year to come. Millions of people all over America are making New Year's resolutions to do better financially.   How about you? Would you like to improve your finances in 2018? I’ll help you. Your current finances are the result of decisions, both large and small, that you have been ...

Merry Christmas! For the last post of the year, I thought I'd do a recap of the 10 most popular posts of 2017, in case you missed one of them. Here they are, in order of popularity: View post

Two weeks ago I introduced you to your new generation. No longer are we Millennials, Gen Xers or Baby Boomers. We are now united in our responsibilities towards both our parents and kids at the same time. We are the Sandwich Generation. And being a part of this generation can be pretty rough.   It can be financially, emotionally, and physically draining to have your kids and parents both depending on you. Luckily, there are some things that you can do to ...

Last week, we discussed what it means to be a member of the Sandwich Generation, those adults who are responsible for bringing up their own children and for the care of their aging parents. We discussed how hard it can be to navigate caring for two very different generations without risking your relationships, finances, or sanity.   Today, we are going to talk about the younger generation, the bottom bread in the sandwich. While strollers and soccer clubs can be pretty spendy, ...

November is National Caregiver Appreciation Month, so we are going to be discussing the Sandwich Generation and how you can prepare for it financially, mentally, and emotionally. View post