A Perfect Time to Differentiate Your Ministry
I read a meme in August that said, “School is starting … buy your Halloween costumes, pick out your turkey, and do your Christmas shopping. Happy New Year!” I resonate with this, and I am sure…
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I read a meme in August that said, “School is starting … buy your Halloween costumes, pick out your turkey, and do your Christmas shopping. Happy New Year!” I resonate with this, and I am sure…
Read MoreDecember could be called the month of generosity. Many dig into their pockets to give to charity. From the dropping of a few dollars in the Salvation Army buckets at…
Read MoreContent adapted, with permission, from Russell James year-end planning guide. The end of 2020 is drawing near (thank goodness!), and year-end planning conversations are occurring with clients. Because of the…
Read MoreIt is hard to believe November is already upon us! As unusual as this year has been, it has still flown by. This means that we are coming upon the…
Read MoreImagine a family sitting around the dinner table as they talk about money. For some, such a picture may raise images of disagreements or avoidance. But as a financial advisor,…
Read MoreYear-end giving is upon us. Okay, at least the planning part is. If you do not have a year-end giving plan yet, my advice is to get one. If you…
Read MoreWe have just celebrated Thanksgiving, Giving Tuesday takes place in just a few days, and Christmas and New Years are right around the corner. This is a busy time of…
Read MoreThe leaves and the weather are changing, so that means it is time to start year-end planning sessions with your clients. Take some extra time this fall to consider some…
Read MoreChristmas: It’s a wonderful time of year, full of generosity, celebration, and family. People gather together, eager to celebrate the birth of Jesus through—in part—the giving of gifts to one…
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