We’re all the same…

Posted on Leave a commentPosted in Budgeting, Culture & Politics

But don’t be fooled by the radio The TV or the magazines They show you photographs of how your life should be But they’re just someone else’s fantasy So if you think your life is complete confusion Because you never win the game Just remember that it’s a Grand illusion And deep inside we’re all […]

The Financial River

Posted on Leave a commentPosted in Budgeting, Christian, Planning

Many people just float along financially, living paycheck to paycheck, making payments, maybe saving or investing but lacking any real goal or direction. Even people of significant means often have no real purpose or plan driving their financial life. In both cases they are like a leaf floating down a river. Sometimes the current gets […]

Black Friday- Patriotic duty to spend money?

Posted on Leave a commentPosted in Budgeting, Christian, Debt-Credit

The frenzy called Black Friday amazes me. I really don’t have an issue with celebrating the holiday season, doing fun stuff, having nice things or strengthening our economy. I’m for all of these things. But when the lead story on local and national news is about spending money as if it is patriotic duty to support […]

Take the Bus!

Posted on Leave a commentPosted in Budgeting, Education

I have a 19 year old college sophomore and an 18 year old college freshman, each attending school in Chicago (though at different universities). In addition, there are two more French kids set to head to college within the next few years. (Before you say it, yes I’m a Financial Advisor and supposed to think […]

The Importance of Managing Cash Flow

Posted on 1 CommentPosted in Budgeting, Career, Estate Planning, Retirement

  As a practicing Financial Advisor for 25 years and a Kingdom Advisor (one who commits to applying biblical wisdom to the advisory process) for the last 5 years or so, I’ve been privileged to work with many clients over extended periods of time. Naturally, some have been more successful than others in reaching their […]