A bequest in a will is the best-known way and rarely the most efficient one. A walk through the options — beneficiary designations, retirement accounts, donor-advised funds, and what to get right so the gift actually arrives.
Tuition for four children is not a line item, it is the central planning problem for a decade. How 529s work for K-12, what they do and do not do in Texas, and how to weigh tuition against retirement without cutting what you give.
The bishops' Socially Responsible Investment Guidelines are the most-cited reference in Catholic investing — and the most misunderstood. What they cover, whose money they govern, and how to use them for your own portfolio.
There is no Church rule that tells you which funds to own. There is a body of teaching about ownership, cooperation, and the common good that shapes how a Catholic thinks about a portfolio — and it is more useful than a list.
Morally responsible investing (MRI) builds a portfolio around Catholic moral principles. Here's what it screens for, where it differs from ESG and from biblically responsible investing, and the trade-offs nobody should hide from you.