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Category: Financial Planning

What Ministers Should Know When Filing Taxes

January 18, 2021

Tax planning can feel complicated for the average person. Ministers have some unique opportunities they can take advantage of when filing, if they know what

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Tennessee Is Now Tax Free

January 14, 2021

It’s official: Tennessee is now tax free for individuals. The Hall Tax (enacted in 1929) was phased out at the end of 2020, leaving the

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New Year’s Resolutions and SMART Goals

January 6, 2021

Some people love them. Some people think they are a waste of time. Today, Paul talks with his team about some of his family’s New

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What I Learned in 2020

January 5, 2021

It’s always a good idea to look back and reflect on what you learned in a year, but what you don’t want is your financial

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When Was the Last Time You Looked at Your Will?

December 22, 2020

Some people create a will earlier in life and never look at it again. In today’s episode, Paul and estate attorney, Robert Pautienus, talk about

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What Happens if I Die Without a Will?

December 21, 2020

Do you know what would happen to your estate if you weren’t here tomorrow? Today on the show, Paul invites Robert Pautienus, an estate attorney,

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Chapter 6: Annuities

July 1, 2020

Much of the information about annuities found on the internet, in books, and on the radio seems contradictory and downright confusing to the public. Why

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Ladies, what if he goes first?

June 19, 2020

I believe that marriage is one of the greatest experiences a person can have and staying happily married is one of the best achievements in

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