It is hard to walk the fine line between using our money to bless our kids and over doing it such that our financial blessing starts to become a curse. Consider these three steps to keep your money from wrecking your kids.
Four Steps to Unleash Your Generosity
The demands of all the urgent things in our life keep us from focusing on the important things. After nearly 30 years providing financial advice, I believe the following four questions are the most important to ask. These four questions, if properly answered, will change your financial future and likely the health of your family relationships.
How To Eliminate CRA From Your Estate
There is a BIG hole in most individuals’ tax planning – they try to reduce their annual taxes during their lives while rarely considering how much their estate will pay in taxes.
If this isn’t addressed, it can often lead to hundreds of thousands of dollars in taxes… sometimes millions of dollars in taxes. Sometimes the family cottage or other important assets must be sold to obtain the money to pay the taxes.
If you and your spouse had died yesterday, how much of your estate would Canada Revenue Agency (CRA) receive?
This is likely a big number and a significant percentage of your net worth. It’s critical you know this number and decide if you agree with CRA inserting themselves in your estate. I have yet to meet someone who knew this number before they were a client.
Wisdom Over Wealth by John Cortines
Readers are invited to rethink their relationship with money through the lens of biblical wisdom. This study explores how wisdom alone can preserve life and guide lasting impact. Through real-life stories and Scripture, the book contrasts worldly success with godly stewardship, urging us to view money not as a treasure to hoard, but as a tool to serve God’s purposes.
The Good and Beautiful Life by James Bryan Smith
Readers are invited to explore what it truly means to live a life of deep joy, purpose, and spiritual integrity. The author challenges the false narratives of success, happiness, and identity that dominate our culture and instead guides readers toward embodying virtues like humility, forgiveness, and compassion. A compelling call to cultivate a life that is truly beautiful.
Look at the Sparrows by Taylor Standridge, Chad Clark & Carolyn Calupca
Look at the Sparrows is a 21-day devotional designed to help readers confront and overcome financial fear and anxiety. Through Scripture, reflection, and practical guidance, the authors explore the spiritual roots of financial stress and offer a path toward peace grounded in God’s promises and divine provision.
The Steward Investor by Donald E. Simmons
What does it mean to invest as a steward? Using biblical principles and decades of experience, Simmons reframes how values-based investing can align portfolios with purpose, impact, and eternal significance. The practical guidance and real-world examples equip readers to pursue returns that matter—not only in dollars, but in lives changed and legacies built.
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