Question from a follower, “Coping after losing your spouse and getting your finances in order. Paying for medical bills?” There is no easy solution to
Downsizing your home in retirement sounds like a great financial move to make. “Great! I’ll have a smaller mortgage!” you may be saying. The mortgage
I’ve been a part of the Catholic Financial Planners Network for a while now and here is what my experience has been.
Catholic mutual funds and stock filters exclude companies whose activities are identified as not consistent with the values of the Church, such as weaponry, tobacco,
As a Catholic financial planner, I hear versions of this question from well-meaning people: “Am I not putting God first by wanting to grow my wealth?” Before
This month we wanted to address a question we get fairly regularly from clients. “Is it worth it to pay for Catholic college for my
Here are 5 questions you should ask when looking for a Catholic financial planner to make sure that you find one who is truly going to meet your needs.
With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The real question isn’t
When we think of financial advisors, we often think of people in suits with charts and financial plans. But our first “financial advisor” is usually
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