Estate Tax Planning Strategies: Everything You Need to Know
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Do you need to be thinking about estate tax planning strategies? Learn about the estate tax and who it impacts as well as other taxes that might affect your estate.
What is a Donor-Advised Fund? Tips to Give Smarter.
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What is a donor-advised fund? Can it help you leave a legacy of giving? We have the answers you’re looking for and so much more in our latest financial article.
Investing With Purpose: How Faith-Based Investing Works
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Faith-based investing is a strategy for investing in opportunities that align with your spiritual beliefs. Here’s what you need to know to get started.
What is a Buy-Sell Agreement? | A Guide for Business Owners
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If you’re a business owner, a buy-sell agreement is essential for protecting your financial interests. Here’s what you need to know to get started.
The You Can’t Take it With You Podcast
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Did you know that our own Jim Dunlop is now a podcast host? The You Can’t Take it With You podcast launched this week with the inaugural episode in which Jim shares: Sponsor for this episode: This episode is brought to you by Advent Partners — a financial planning partner dedicated to helping you make […]
Top Tax Strategies for Your Long-Term Success | Advent Partners
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Don’t just save on taxes today, plan for future savings as well. Discover the top tax strategies that will set you up for long-term financial success.
Charitable Contributions: How to Maximize Your Tax Benefits
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Give wisely with our free charitable contribution planning tips. Discover 5 ways to improve your tax savings and amplify your donor impact now.
What is a Certified Kingdom Advisor®?
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A Certified Kingdom Advisor® (CKA) is specially trained to give you financial advice that’s rooted in Christian values. See what it’s like to work with a CKA®.
If You Can Afford Daycare, You Can Afford College
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There’s crazy pressure on parents these days. From 1965 to 2012 the amount of time parents interacted with their children doubled according to a 2016 study by Guilia M. Dottia Sani and Judith Treas.
7 Common Mistakes Parents Make When Planning for College
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7 Common Mistakes Parents Make When Planning for College