Did Mom File Her Tax Return?

Do you know if your mom filed her tax return? The American Institute of Certified Public Accountants wrote an article a while back outlining the importance of being aware of our parents’ mental health — more specifically, their financial capacity. Financial capacity is an individual’s ability to independently manage his or her financial affairs. Even […]

In Your Interest: Stock Donation to Your Church

This is the time of year when we gather information to prepare our tax returns. Many individuals are able to deduct gifts to charity. One of the best gifts you can give to your church or other charity is stock or other marketable security that has increased in value since you purchased or inherited it. There […]

In Your Interest: Make Your Will Month

It’s that time of year again when new goals are set and things seem to “start over.” While you are setting goals for yourself, consider setting one that will benefit you and your family – getting your estate planning in order. Planning starts with having an updated will. January is typically “Make Your Will” month, […]

In Your Interest — Christmas Gift: Peace of Mind

What is the best gift you ever received at Christmas? Maybe it was something you received as a child, like the bicycle you were dreaming about, or maybe it was a special announcement from a loved one, like an upcoming birth of a child. Whatever the case, the Christmas holiday season is a time when […]

In Your Interest: Giving Thanks for Retirement Income

We are in the season that reminds us to be thankful for what we have. One of the things we should be thankful for is having a retirement account. There are many people (too many) who have not adequately saved and will struggle for the rest of their lives. If you have done a good […]

In Your Interest: Be a Biblical Financial Leader

Did you know that a financial decision is a spiritual one? If you study God’s Word, you will find an abundance of guidance on how to save, spend, invest, and ultimately leave behind all that God has entrusted to you. Every Christian should practice biblical stewardship, and God’s Word outlines very clearly how to do […]

In Your Interest: Maximizing Your Charitable Giving

In this economy, we are seeing a lot of people still either unemployed or under-employed. The effects trickle down to many sectors, including churches and other charities. You may notice more phone calls, television ads, and mail coming from charities soliciting donations. Before giving to a new charity, you should do a little investigating to […]

In Your Interest: Tax Tips for Newlyweds

Getting married this year? Congratulations! Along with all of the planning for where you will live, whom you will invite to the wedding, etc., you also need to think about how this affects your tax status. The IRS offers some “Tax Tips for Newlyweds.” It’s important that the names and Social Security numbers that you […]

In Your Interest: Your Missional Legacy

Many of us may think about and make plans for the inheritance we will leave our family, friends and church. That inheritance consists of our worldly possessions. However, every one of us will also leave a legacy. A legacy is something that lasts much longer than an inheritance. It is defined by your values. The […]

In Your Interest: Preparing for Widowhood

According to population statistics, women outlive their spouses by a high percentage. With that fact in mind, we have to ask, are women prepared to be widows? That may be a morbid question, but one that needs to be addressed. Many times, a woman may find herself not only having to deal with the loss […]