Recently, I explained to you what financial planning is. Just like pastoring is a whole lot more than just preaching, financial planning is a whole lot more than just investments. If you haven’t read that article, I would recommend reading…
When I tell people I’m a financial planner, they usually say something like, “So you do investing?” Most people think that financial planning is managing people’s stock and bond investments and some think it involves selling insurance. But it’s not…
I recently announced that I have obtained the Certified Financial Planner™ designation. As a result, I got a number of responses asking what kind of services I offer as a financial planner. One generous reader even wisely told me, “a…
About seven years ago, I decided I wanted to be able to help people with money. I had begun listening to Dave Ramsey to stave off the boredom of spending 12 hours a day alone with an infant and it…
You need help with your finances. This blog just isn’t quite enough. You want advice from someone who knows more than you do but you don’t want to end up with Bernie Madoff. What do you do? There are around…
As of 2018, there were about 352,000 personal financial advisors in the US. “Financial Advisor” is not a regulated term, so it covers a broad range of services and business models. This article will look at the different ways that…
From time to time I read Thom Rainer’s blog to stay up to date on the issues that pastors are facing today. The most enlightening part is the comments that pastors leave on his articles. When I read the comments…
Religion is not always the first thing we think of when working with a professional. However, because money is such a personal and values-driven topic, it can make a big difference to work with someone that shares your worldview.
The Department of Labor Fiduciary Rule has been vacated. What does that mean for you?
I mean fiduciary. Why, what were you thinking? Fiduciary, pronounced fi-DOO-she-air-ee. In the financial services industry, this is a very important word. It describes a kind of relationship. The kind of relationship you want to have with someone giving…