Blog
Thank you for reading our blog. We will post occasional updates about some of the recurring topics that arise in our client conversations. If you have questions or would like personal advice, please contact us.
How Can a CKA® and CFP® Professional Help My Financial Plan Reflect My Values?
Learn how CKA®/CFP® professionals help values-focused families align stewardship, goals, and planning decisions with clarity and care.
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Case Study: Turning an Appreciated Asset Into Lifetime Income, Tax Efficiency, and Lasting Impact
A business owner and his spouse were preparing to sell a highly appreciated, long-held rental property. It aligned their financial decisions with what mattered most to them—wise stewardship, generosity, and long-term flexibility.
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⚠️ The Danger of Outdated Beneficiary Designations
⚠️ The Danger of Outdated Beneficiary Designations. Beneficiary designations are often overlooked, but they are a critical component of your financial planning. Neglecting them can lead to heartbreaking and costly consequences.
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What is Financial Planning?
What is Financial Planning? Do I Need a Professional Financial Planner? Many people equate financial guidance with investment management. While investing is important, it's only one piece of the bigger picture.
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How Do I Avoid Cognitive Decline?
Of those aged 60 and older, 12 to 18 percent have mild cognitive impairment. Here are a few ideas about avoiding cognitive decline and helping loved ones who are suffering.
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Find Financial Clarity With Elements
Most people think they’re doing “okay” financially… until they realize they aren’t actually sure what okay even looks like. Elements is giving people something they desire: clarity and confidence.
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How to Be Financially Ready for a Natural Disaster
Be financially *ready* before disaster strikes. Build an emergency fund, go digital, review insurance, stock intelligently, and plan communication. Prepare now—don't wait for the storm.
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The Eye-Popping Cost of College
Many families are discussing college choices as we head toward graduation for the 2024–2025 academic year. Footing the higher education bill for your child/grandchild may seem daunting, but with the right preparation, it isn’t out of reach.
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Make the Most of Your Charitable Contributions
Use a Donor-Advised Fund to Maximize Your Charitable Contributions. Recently, Ray met with a business owner who was selling his business and retiring. He wanted to discuss tax-efficient strategies to help offset some of the profit in...
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