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“Wisdom for Wealth. For Life.” Episode 28: How God Can Do The Impossible With Mark Batterson
“…Truly…
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“Wisdom for Wealth. For Life.” Episode 27: Stewarding Your Faith in Hollywood
Many people…
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Financial Peace of Mind
The following was written by Jim Wise, Senior Partner, Senior…
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A Path to Financial Freedom
This week, we celebrate Independence Day! As we give thanks for…
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5 Financial Planning Tips for Recent College Graduates
Written by Nathan Lackey, Financial Planner for Blue Trust
In…
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“Wisdom for Wealth. For Life.” Episode 24: Addressing the Stress of Money in Marriage
Marriage can be one…
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“Wisdom for Wealth. For Life.” Episode 23: The Kindness Effect: How Compassion and Surrender Led to Leadership
In our twenty-third…
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Is My Cash Safe?
People should be more concerned with the return of their principal…
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Women Face Unique Financial Planning Challenges
Women today manage many responsibilities such as caring for aging…
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“Wisdom for Wealth. For Life.” Episode 18: How to Leverage Wealth for Eternal Gain
Note: This article…
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How Will SECURE Act 2.0 Impact Your Retirement Plan?
Written by Alan Cox, Director of Estate/Trust Planning and Estate…
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Financial Self-Care Checklist
The new year is a great time to review your financial plan and…
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12 Days of Christmas Tax Edition
Created by Chris Lim and Colby Gilmore, Private Wealth Advisors…
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Has the Stock Market Bottomed Out?
Stock market declines, like the one we experienced this year,…
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“Wisdom for Wealth. For Life.” Episode 16: How to Have a Fulfilling Retirement
In our “Wisdom for Wealth. For Life.” podcast series, we…
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Is U.S. Housing in Another Bubble?
The primary cause of The Great Recession in 2008-2009 was the…