I’ve Got Some Thinking to Do: A Year-End Audit By Drake Richey “Now run away and play with your toys. I’ve got some thinking to do.” —Taylor Caldwell, Bright Flows the River In Taylor Caldwell’s novel Bright Flows the River, a character...
When Giving Makes You Happier: What the Research Means for Your Financial Plan By Drake Richey From a young age, most of us have heard the phrase, “It’s better to give than to receive.” The holiday season calls this maxim to mind more often than other times of the...
The Best Christmas Movie About Money and Grace By Drake Richey In the category of Christmas movies about money, it is impossible to compete with It’s a Wonderful Life. The depiction of the bank run alone nearly stops the conversation. But if we’re going to...
A Framework for Giving When You No Longer Have Income How retirees and business owners can create a sustainable giving strategy after the paycheck stops By Drake Richey This time of year, our inboxes are often flooded with emails about great needs in our communities...
Why Gratitude Might Be Your Most Powerful Financial Tool By Drake Richey Many years ago, I sat in a New York City conference room with young, high-income Christian professionals listening to a well-known hedge fund manager share his story. During Q&A, someone...
Four Purpose-Driven Ways to Use Your IRA RMDs By Drake Richey For many business owners and wealth creators in retirement, the IRA is a relic of earlier accumulation — a tax-deferred account that now forces withdrawals you may not need. Whether it’s your own IRA...
