Join us as we discuss 15 wealth management issues that are critical to the financial well being of most successful families. Not all of them will apply to every situation since every financial situation is unique and based on financial, social, and/or emotional needs.
In this episode of Christian Financial Perspectives, Bob and Mary Jo discuss “18 Income Tax Strategies for 2018” that may help lower your income taxes. They also supply a variety of Bible verses supporting paying your taxes, as well as verses on finance in general.
We discuss the 10 uses for money:
– 4 DAILY uses
– 6 SETTING LONG TERM GOALS uses
There is a lot to explore and consider. We are sharing guidelines and these guidelines can be interpreted in various ways that’s why we thought today’s message is so important.
Estate planning is a very important part of wealth management. In this episode, we are covering different techniques and tips that we recommend when it comes to creating an estate plan involving your family.
How do you choose a financial advisor? It’s not just about experience (although experience is important), but looking for a financial advisor encompasses a variety of areas including client relationships, truthfulness, openness, and if they are approaching your financial portfolio from a holistic perspective.