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Generous Giving Strategies for Christian Investors
Scripture points out that stewardship is wisely managing what ultimately belongs to God. Thoughtful planning and mean giving generously to God's work as you progress toward, or through, your retirement.
Read MoreA Practical Framework for Christian Generosity
Christian generosity is a God-given state of mind cultivated in habits of giving oneself (skills, talents, experience, time) and one's financial resources to demonstrate God's goodness to us in tangible ways that reflect Him in the world.
Read MoreStructuring a Retirement Portfolio for Stability and Growth
Balancing growth and income is now an essential strategy for sustainable retirement. The challenge lies in the need for "income for today" and "growth for tomorrow." The solution is a God-honoring balanced portfolio that accomplishes both.
Read MoreThe Christian Steward: Faithful Investing in Uncertain Markets
Discover how Christian investors can navigate market volatility with wisdom, patience, and guidance from Strategic Stewardship financial advisors.
Read MoreFaithful Stewardship in 2026: Navigating the New Tax Landscape
The 2026 tax year introduces several important updates that will affect how investors plan, save, and steward their resources. These changes emerged from the One Big Beautiful Bill Act signed into law in July 2025.
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6 Tax-Smart Strategies for Faith-Driven Investors
Stewardship doesn’t end at the offering plate. Preparing early, seek wisdom, and align strategy with your values. Christian investors can reduce taxes, give generously, and invest confidently for the future.
Read MoreDeveloping Good Money Habits
In late 2025 the Clark Howard Team wrote an article titled, The 7 Money Habits of People Who Become Wealthy. It caused us to think about how those habits lined up with the principles we take from the Bible around money management....
Read MoreRediscovering Christ's Joy in Giving
Christian investors can integrate cheerful giving with faith-based investing to build purposeful wealth for this life and the life to come, rooted in sound, biblical stewardship.
Read MoreWho or What Do You Root For?
Discover how your investments reflect what you’re rooting for—and how aligning your portfolio with your Christian values can create both strong returns and positive change.
Read MoreWise Financial Steps After Losing a Spouse
We offer compassionate financial guidance for widows, helping them discover practical, faith-centered financial steps to take after losing a spouse. Learning to organize, avoid costly mistakes, and find wise support.
Read MoreHow to Approach Giving in Retirement
Many Christians wonder how to faithfully give in retirement when income comes from sources like Social Security, pensions, and investment accounts rather than a paycheck. This article explores the biblical foundations of generosity.
Read MorePre-Tax vs. Roth? Why Traditional IRA and 401(k) Contributions Can Still Win in Peak Earning Years
Executive Summary This is a discussion of the assumption that rising future tax rates inherently mean Roth contributions offer a superior path to retirement. For many high earners in their peak years, contributing pre‐tax may still...
Read MoreHow a Health Savings Account (HSA) Can Super-Charge Your Retirement Savings
HSA isn’t just for today’s medical costs; it’s a tax-advantaged retirement tool. Contributing consistently, investing wisely, using funds strategically after 65, can make your HSA a long-term asset to defray health costs & boost retirement.
Read MoreHow a Credit Freeze Protects Your Financial Identity
Summary: Freezing your credit is the one of the fastest and most effective ways to prevent identity theft and protect your financial future.
Read MoreDonating Stock to Charity: Maximize Gift and Minimize Taxes
Summary: By donating stocks or other securities to charity, you can maximize the impact of your gifts, while at the same time minimizing taxes. This strategy also simplifies giving.
Read MoreInvestment Risks in the Decade Before Retirement
Investors think about sequence of returns risk at retirement, i.e., poor market returns early in retirement plus withdrawals negatively impact the portfolio. Managing volatility in the decade prior to retiring is critical to the goal.
Read MorePower of Attorney Explained: Types, Uses, and Why It Matters in Georgia
Learn what Power of Attorney (POA) is, how it works, and why it's essential for financial, legal, and healthcare planning.
Read MoreTop 7 Financial Scams Seniors Need to Know
Older Americans were swindled out of more than $3 billion, according to the FBI; an average loss of $35,101 in 2022. Maintaining awareness of scam tactics with close family support is the best defense against fraudulent schemes.
Read MoreSmall Business Healthcare
There are healthcare options for businesses of all sizes. Choosing a healthcare plan to fit your values and your business is possible.
Read MoreAre You On Track for Retirement?
Retirement planning begins now and can be summarized in three disciplined practices: 1) earning more, 2) living at or below your means while spending less, and 3) making your savings work for you.
Read MoreStewarding Finances in Marriage
Many young couples strive for cultural markers of security and stability: better houses, cars, bank accounts, and stuff. Commit to store treasures in heaven, let Christ lead from your center, and the eternal payoffs will last forever.
Read MoreLessons in Launching Our Children
Parenting is a faith journey for us with each of our children. Crucial preparation for us and them in their eventual departure can be welcomed as we embrace seasons of change by demonstrating God's caring sensitivity and wisdom.
Read MoreUnderstanding Restricted Stock Units
Restricted Stock Units (RSUs) are a form of compensation paid to employees based on job performance and loyalty. They are potential stock shares conditionally promised by the employer. The promise is that at some future time the...
Read MoreFinancial Preparation When You Anticipate Divorce
Money missteps during or just prior to divorce are common and can be costly, but with financial forethought you can make the best of a difficult circumstance.
Read MoreManaging Finances During a Job Search
There are strategies to help keep your head above water until you land that next job. As you're working to build the skills that employers are looking for, you have the opportunity to revisit and manage your finances responsibly.
Read MoreTax Benefits of 529 Plans
While contributions to 529 plans are not federally tax-deductible some federal tax benefits exist. States offer tax deductions or credits for contributions. Contributions grow tax-free and can be used tax-free for qualified expenses.
Read MoreTips on Inherited IRA Rules and Taxes
Tips & Tax Rule Changes for IRA Beneficiaries and Heirs
Read MoreGod's Gift: Differing Money Philosophies in Marriage
Different approaches to money management needn't break a marriage when thoughtful, love-centered conversations can temper differences and unify a marriage around financial goals.
Read MoreIs Your 2025 Tax Withholding on Track? 5 Reasons To Review Today!
“The power of understanding your withholdings is peace of mind—no surprises come tax time.” - Radon Stancil Do you like surprises? Maybe a surprise birthday party or an unexpected bonus? Those can be great surprises! But a bad surprise...
Read MoreCommon Financial Wisdom: Ways To Turn Theory Into Practice
In the financial world, there are basic guidelines about what you should do when. They sound reasonable in theory but in practice, it can be difficult, or nearly impossible, to follow them. Let's look at some common financial maxims.
Read MoreCultivating Contentment
A Jewish man in Hungary went to his rabbi and complained, “Life is unbearable. There are nine of us living in one room. What can I do?” The rabbi answered, “Take your goat into the room with you.”
Read MoreNOW is the Time: Tax Planning for the Rest of 2024
It is not too late to do tax planning. As financial advisors serving clients in Woodstock, GA, Marietta, GA and surrounding areas we know taxes can weight heavily on people's minds. Below are some tax planning tips.
Read MoreWhat is a Christian Financial Advisor? The Story of James and Rebecca
As Christian Financial Advisors serving Woodstock, GA and Marietta, GA we know the valuable impact aligning your faith and finances can have. This is a story of a Christian couple that found peace in working with an Christian advisor.
Read More4 Money "Don'ts" in Marriage
By Jim Henry-Faith Fi - - https://www.faithfi.com/moneywise/4-money-donts-in-marriage-2901 Money is always listed as one of the top reasons marriages fail. Knowing what not to do is just as important as doing the right things. Wise...
Read MoreCollege or Retirement: Which Should Be Your Savings Priority?
As financial advisors serving Woodstock, GA and Marietta, GA along with other areas, the decision between saving for college and retirement can be a confusing one for our clients. Below I give you some direction on how to decide.
Read MoreHow Does Faith-Based Investing Work?
Faith-based investing (also known as Christian or Biblical investing) is designed to align your investment decisions with your Christian values. As Christian financial advisors serving Woodstock, GA and Marietta, GA, we specialize in...
Read MoreWhat is Faith Based Investing? - My Story
Faith-based investing (also called Christian Investing or Biblical Based Investing) is an approach to investing assets in a way that aligns with the investor’s faith and Bible beliefs. Here's my journey.
Read MoreIs Social Media the Financial Advisor for Someone You Know?
Young Americans increasingly rely on TikTok for news and financial advice, shaping their spending and saving habits. The platform, used by over half of adults aged 18-34, contributes to a phenomenon called "money dysmorphia," where young...
Read MoreCommon Financial Wisdom
Turning financial theory into practice can be challenging. Building an emergency fund, starting early retirement savings, saving for a education, and determining risk levels, what are the difficulties in following these guidelines?
Read MoreSmall Business Stewardship Lessons Learned #1
This blog is first in a series called Small Business Stewardship Lessons Learned. This series will examine implications of the pandemic for small businesses. Some of the best lessons learned are questions that emerged from the...
Read MoreRisk Tolerance - The Basics
Discover Christian investment advice on risk tolerance. Factors like timing, affordability, and market volatility shape your tolerance level. Let us guide you to align your portfolio with your goals.
Read MoreWorthyReading - Young Christian Survival Guide
Navigating disbelief, it's vital to pass on faith effectively. Understanding and communicating beliefs help bridge generational gaps, fostering a resilient faith in an uncertain world.
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