Why You Need a Financial Advisor | Estate Planning

An estate plan is a documented plan for your assets in the event of your passing. While this is not something we want to think about often, it’s essential to put a plan into place so that your family doesn’t have to make these tough choices when you’re gone. An estate plan also puts the power in your hands to make charitable contributions and care for those you love.

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How to Leave an Inheritance

At OneAscent, we offer more than estate planning. Our Legacy Coaching program helps individuals and families focus on the kind of impact they want to leave behind both personally and financially. This guide will help you understand the inheritance planning process as a whole and ensure you are happy with how your money is used for generations to come.

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The Unintended Consequences of Neglecting Your Investments

You don’t have to be a financial expert to be an expert in your finances. However, many people cannot name the companies in their mutual fund. Neglecting your investments can lead to many unintended consequences. Investing with intentionality can lead to many unexpected benefits. What is the difference between these investment strategies, and where do you fall?

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What is Sustainable Investing?

Today’s investors have more options than ever in who they work with and how they invest. Because of the worldwide connections, investors can find advisors who truly understand their priorities and connect on a personal level. One of the greatest advantages modern investors have is the option to choose a sustainable investment strategy.

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How to Maximize Your Business for Kingdom Impact

For any Christian investor, Scriptural beliefs drive everyday decisions, both big and small. How you conduct yourself, shop, raise your children, and structure your business are all modeled after Biblical teachings. The Bible offers instructions for just about every aspect of your life, including the way you invest. But the most important truths are hidden where you might not suspect.

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How Much of My Wealth Should I Leave for My Children and Charity?

For those who have children, the urge to protect and provide for them never ends. Even as they grow into adults and start building their own lives, we still want to ensure they never go without the things they want and need in life. However, when it comes to estate planning, is it wise to give your children everything you own as an inheritance? 

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