Blog
Welcome! In our Resources area, you'll find:
- Reflections inspired by our conversations with you–our clients.
- Timely updates on market news and how it relates to you.
- Events & announcements for the Covenant Wealth community.
- Resources we create to help answer your most important questions.
Earn Like a Doctor, Live Like a Nurse
Here are five questions that I think are helpful to understanding what you are actually “buying” when making spending decisions.
Read MoreThe Tax Decisions That Shape Your Retirement Runway
Many of the most important tax decisions a family makes happen in the final 5–10 years before retirement—what we often think of as the “retirement runway,” when work starts to feel optional and the finish line comes into view.
Read MoreMulti-Year Tax Planning: Why Looking Ahead Matters
Follow Rusty on LinkedInA note to clients: If you know someone who is frustrated by a surprise on their tax return this year, please consider forwarding this along to them.I have yet to meet a successful family that is excited about...
Read MoreWhy “Tax Surprises” Happen And How to Prevent Them
Unpleasant tax surprises are usually symptoms of a deeper, process-focused problem.
Read More3 Ways to Model Generosity for the Next Generation
Most families we meet aren’t looking for attention when they give, but they also want their kids and grandkids to value generosity deeply.
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What a Lender Will Look For When Buying Your Business
From taxes to contracts to estate plans, these are high-stakes and high-leverage decisions that benefit greatly from experienced support.
Read MoreHow to Create, and Fund, a Multi-Generational Trust
Legacy planning at its best is about building continuity between purpose and provision.
Read MoreDefining “Enough” – A Financial Advisor's Perspective
Take a moment to ask yourself: What’s enough for me—right now?
Read More5 Questions to Ask Your CPA Before Year-End
As the year draws to a close, it’s a natural time to pause and check in on your financial picture.
Read MoreStewarding An Inheritance
Whenever a client receives an inheritance, there can be a mix of emotions and stress about how to properly steward what’s been received.
Read MoreHow to Plan for Uncertain Expenses in Retirement
When someone transitions from a life with work to a life without work, expenses change—and sometimes in unexpected ways.
Read MoreWhat is Our Giving Capacity During Retirement?
Your giving capacity is simply this: how much could you give away each year while still meeting your goals, covering your expenses, and enjoying life?
Read MorePlanning for Life After You Exit
It feels far off, something we’ll deal with "someday".
Read MorePlanning for Internal Succession for Your Business
For many business owners, the dream is not simply to exit—it’s to entrust.
Read MoreSandwich Generation: Talking to Aging Parents
Follow Rusty on LinkedIn One of the more complex seasons in life arrives when you find yourself pulled in two directions—caring for aging parents while still raising children of your own. Whether your kids are toddlers or teenagers,...
Read MoreHosting Your Financial Family Meeting: The Mid-Year Checklist
Follow Rusty on LinkedIn When summer arrives, families tend to gather. It might be a beach trip, a mountain house reunion, or a long weekend where everyone is finally under the same roof. For many families, these moments are rare. They...
Read MoreKeeping the Family Property in the Family
A number of our clients own a second residence that carries significant sentimental value to the family as a whole, which usually entertains the question: Should we keep this in the family?
Read MoreMaking Sense of Required Minimum Distributions
Let’s walk through how to approach RMDs with clarity and purpose.
Read MoreWhen Retirement Comes Early: Turning an Unexpected Exit Into a New Beginning
If you know someone facing a late-career interruption, please consider passing this along. We hope it encourages you.
Read MoreThinking About Selling Your Business? Start Sooner Than You Think
Starting early gives you more than a better valuation. It gives you clarity and options. It allows you to shape the next chapter with intention, not urgency.
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