StewardRight

Focusing on Philanthropy

by | Jul 1, 2021 | Uncategorized

As you’re reaching your financial goals and accumulating assets, the next step for many people is philanthropy. Here are a few things to think about as you sharpen your philanthropic focus.A good first question to ask yourself when you’re thinking about giving is, “Is...

Why Financial Planning Matters

by | Jun 23, 2021 | Uncategorized

Mike Tyson famously said, “Everybody’s got a plan until they get punched in the face.” So why plan when things are going to change anyway? Here’s our answer.We don’t know what tomorrow’s going to hold, but it’s helpful to explore what you have to work with and what...

What’s Your Finish Line?

by | Jun 18, 2021 | Uncategorized

Once you’ve reached your financial goals—or when you’re tracking really, really well on the way to reaching them—what the next finish line for you? Let’s take a look at income- and asset-based finish lines and what you can do beyond them.One book I’ve really enjoyed...

7 Investment Objectives and When to Use Them

by | May 6, 2021 | Uncategorized

What are investment objectives and why do they matter? Investment objectives range from being very conservative to very aggressive, and it’s a good idea to have one investment objective for some of your money and different investment objective for the rest. In...

8 Common Financial Terms You Should Know

by | Apr 2, 2021 | Uncategorized

Navigating financial lingo can be tricky if you’re new to the world of investing and personal finance. Keep reading for explanations of the top eight financial terms we think you need to know.Net WorthNet worth is when you take all your personal assets, investments,...