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...
Five Financial Advantages of Donor-Advised Funds (DAFS) By Drake Richey For more information on what a DAF is, click here. For individuals and families who want to make a lasting charitable impact while maximizing tax efficiency, Donor-Advised Funds (DAFs) have...
The Planned Power of Donor-Advised Funds: A Smarter Way to Give By Drake Richey Philanthropy plays an increasingly important role in comprehensive financial planning. For individuals and families who wish to make a lasting charitable impact while maximizing tax...
