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Christian Financial Planning Blogs

Navigating life’s financial questions through the lens of biblical wisdom.


 

Feb

27

2023

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The Issue That Can Derail Your Life

Posted by: Leo Marte, CFP®, MBA

Spend the time to clarify your goals, lead with generosity, and focus on legacy. Everything else will fade away.

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Feb

13

2023

image for Are You Willing to Risk Your Retirement To Follow Him?

Are You Willing to Risk Your Retirement To Follow Him?

Posted by: Leo Marte, CFP®, MBA

Abram believed this calling was more significant than himself, his family, his possessions, and his country. Instead, he was focused on the legacy God promised him: a great nation and blessing all families on earth.

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Jan

30

2023

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Are You Giving For The Right Reasons?

Posted by: Leo Marte, CFP®, MBA

When we remember that God owns everything, generosity is easy and joyful. We always have more than we deserve.

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Jan

16

2023

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The 4 Steps to Redeem Work

Posted by: Leo Marte, CFP®, MBA

So how do we start the process of redeeming work? We leverage our God-given abilities and put them to work.

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Jan

2

2023

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The Reason We Are Not All Wealthy

Posted by: Leo Marte, CFP®, MBA

The human desire to chase after what we want, even if it is opposed to what God wants, led us out of God’s plentiful garden. Our world is plagued with hunger, disease, and poverty. What should have been living in a plentiful garden under ideal conditions is now threatened by darkness.

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Dec

12

2022

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New Year Plans

Posted by: Leo Marte, CFP®, MBA

After completing the goal reflection exercise included in Old Year, Old You, let’s focus on next year.

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Dec

5

2022

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Reflection on the Past Year

Posted by: Leo Marte, CFP®, MBA

It’s the time of year where we start to think about what we accomplished (at least we should!) and start thinking about what the new year holds.

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Nov

28

2022

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The 3 Things To Do Before the End of the Year

Posted by: Leo Marte, CFP®, MBA

A smart Christian plans ahead to end the year in good shape and starts the new year with the right foot. Here are three things I help my client with as a Christian financial planner to prepare for the new year.

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Oct

31

2022

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Donor-Advised Funds

Posted by: Leo Marte, CFP®, MBA

As a Christian financial planner, I help clients determine how giving can improve your tax situation and fit within your overall financial plan. In this article, we will explore the use of donor-advised funds to give money and its benefits.

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Oct

24

2022

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Do I Have to Tithe to a Church?

Posted by: Leo Marte, CFP®, MBA

Let’s discuss the effect tithing has on us, our finances, and how to successfully implement a giving program if you desire to follow this teaching.

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