by Bobby Lake | Jan 16, 2019 | A Life Done Well, Stewardship
• Jordan Peterson says the biggest reason people fail to get what they want is because they don’t take the time to figure out what it is they want. • Goals shift as you get closer to them. As you grow, so do your goals. • Resolutions often fail, but visions and habits...
by Scott Guthrie | Oct 8, 2018 | Stewardship, Wealth Transfer
What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property...
by Bobby Lake | Sep 25, 2018 | Retirement Planning, Stewardship
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an...
by Bobby Lake | Feb 6, 2018 | Financial Perspective, Stewardship, Uncategorized
So many of the financial principles we all teach our children extend far beyond just finances – they develop character. Teaching financial stewardship in children is a tangible way to teach intangible character traits. For example, when you teach your children that...
by Scott Guthrie | Feb 6, 2018 | Financial Perspective, Stewardship
Presented by Scott Guthrie Market drops are scary, especially when they come day after day. The decline on Monday, February 5, was particularly bad. In fact, it has been billed as the largest point drop ever for the Dow Jones Industrial Average. Looking at that, it’s...
by Scott Guthrie | Jan 21, 2018 | Finances, Stewardship
On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation makes significant changes to the Internal Revenue Code (IRC), including individual, corporate, and gift and estate taxation. Individual income tax changes...
