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.
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.
Biblically responsible investing (BRI) aligns a portfolio with Christian conviction. Here's what it actually screens for, how it differs from ESG, and the honest trade-offs — answered plainly.
Giving together is one of the best ways to pass on values across generations. A look at the vehicles — donor-advised funds, family foundations — and the conversations that make generosity a shared family practice.
Wealth transferred without stewardship rarely lasts. A practical look at how families prepare the next generation to carry an inheritance well — so it strengthens heirs rather than undoing them.
An estate plan only works if the documents and your actual accounts agree. A plain-language look at how wills, trusts, and beneficiary designations fit together and the coordination that keeps them aligned.
Legacy planning is one of the four pillars of biblical stewardship. Here's what it actually means — passing on convictions, not just assets — and how it differs from a traditional estate plan.
A practical guide to generous, tax-wise giving — appreciated stock, donor-advised funds, bunching, and QCDs — with plain-language examples and the math.
A note on what we'll publish here, how often, and how to make the most of it — whether you're a client, a friend of the firm, or just curious.