Blogs

Top 5 Mistakes High-Net-Worth Individuals Make

Apr 4, 2023 | Estate Planning, Financial Planning, Investment Management, Retirement Planning, Tax & Estate Planning, Tax Strategy

High-net-worth individuals (HNWIs) face unique financial challenges that require careful management. Learn about the top five mistakes made by HNWIs and how to avoid them with the help of financial advisors and comprehensive financial planning.

Biblical Budgeting Principles: Aligning Your Finances with God’s Priorities

Mar 31, 2023 | College Planning, Estate Planning, Financial Planning, Investment Management, Retirement Planning

Discover the 12 principles of Biblical budgeting for Christian financial stewardship. Learn how to prioritize giving, avoid debt, seek contentment, and honor God with your financial decisions. OneAscent provides guidance for aligning your finances with God’s priorities.

Biblical Principles to Consider When Selling Your Business

Mar 31, 2023 | Business Planning, Financial Planning

Selling a business is a spiritual and financial decision for people of faith. Learn about Biblical stewardship, succession planning, and investments.

Leaving a Legacy: How to Minimize Inheritance Tax and Pass on Wealth to Your Family

Mar 31, 2023 | Estate Planning, Financial Planning, Retirement Planning, Tax & Estate Planning

Discover strategies for minimizing inheritance tax and leaving a lasting legacy for your loved ones. OneAscent’s financial advisors specialize in Biblical stewardship and legacy planning, helping you align your values with your financial goals. Learn how gifting, trusts, and proper estate planning can contribute to your assets are distributed according to your wishes and support God’s Kingdom in the world.

Key Takeaways from Kingdom Advisors Conference 2023

Mar 17, 2023 | Financial Planning, Investment Management, Uncategorized

Kingdom Treasure Principles from Sermon on the Mount.

Donor-Advised Funds (DAFs) vs. Direct Giving

Mar 13, 2023 | Financial Planning, Investment Management, Uncategorized

Donor-advised funds (DAFs) are an easy and effective way to give generously. Here is how they differ from direct giving.

What Does the Bible Say About Generosity?

Mar 8, 2023 | Financial Planning

How much and where you want to give is up to you. Here are a few passages from the Bible that can help you direct your heart toward generous giving.

Finding the Right Healthcare Plan in Retirement

Jan 22, 2023 | Financial Planning, Retirement Planning

Finding a healthcare plan that meets your needs and aligns with your budget is important. Here are our tips for how to plan for healthcare in retirement.