What the Bible Says About Money: 4 Lifelong Best Practices
As a business owner, neglecting your personal finances is a risky move. Learn how to protect yourself with these 6 essential wealth management tips.
6 Wealth Management Essentials for Every Business Owner
As a business owner, neglecting your personal finances is a risky move. Learn how to protect yourself with these 6 essential wealth management tips.
Estate Tax Planning Strategies: Everything You Need to Know
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.
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
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
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
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
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
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®?
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®.
