View All (3) Articles Tagged As:  Wealth Transfer

Advisors, Will You Lose Your Clients?

A recent issue of Investment News pointed out a shocking statistic: 66% of children fire their parents’ financial advisor after they receive an inheritance. That news is particularly troubling given that, over the next 30 years, there is expected to be a $30 trillion wealth transfer. Some have  »  Read More

Category: Legacy Continue »

4 Questions on My View of Wealth

For the next several weeks, I’m writing a series of blogs on “4”: 4 questions, 4 things, etc. Read the entire series. It’s a way of offering concise commentary. Hope you enjoy this series of “4”! When we think of financial wealth, there’s often little thought about its relative  »  Read More

Category: Faith Continue »

17 Years and Still Counting—The Way of Living Generously

On June 1, 2000, I had my first day on the job at National Christian Foundation Heartland. At that time, we were known as the Christian Community Foundation in Kansas City. When we started, it was me, my cell phone, a legal pad, and a car. We had no idea of what we were doing. For my part, I  »  Read More

Category: Generosity Continue »