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Legacy Planning: Building Generational Wealth with Purpose
The Healing Wallett A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 14 Legacy Planning: Building Generational Wealth with Purpose Your legacy isn’t just the lives you’ve saved—it’s the financial wisdom you pass on. Every […]
Insurance Insights: Protecting Your Practice and Your Family
The Healing Wallett A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 13 Insurance Insights: Protecting Your Practice and Your Family You protect your patients’ health daily—when did you last protect your financial health? Every […]
Healing Your Finances: A Faith-Based Foundation for Healthcare Workers
The Healing Wallett A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 11 Healing Your Finances: A Faith-Based Foundation for Healthcare Workers Your calling to heal others shouldn’t leave your own finances wounded. You’ve dedicated […]
Honest Scales: Integrity in Healthcare Business (Proverbs 16:11)
The Healing Wallett A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 12 Honest Scales: Integrity in Healthcare Business (Proverbs 16:11) Your integrity is worth more than any insurance reimbursement. In an industry where a […]
Grantor Trust Magic: Advanced Income Tax Strategies for Giving
The Healing Wallett A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 10 Grantor Trust Magic: Advanced Income Tax Strategies for Giving Pay the taxes on your children’s trust income and supercharge their wealth. Imagine […]
Godly Guardianship: A Financial Guide to Choosing Christian Leaders for Your Children
The Healing Wallet A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 9 Godly Guardianship: A Financial Guide to Choosing Christian Leaders for Your Children Who will raise your children in faith if you can’t? […]
Generation-Skipping Tax Strategies: Blessing Grandchildren Efficiently
The Healing Wallet A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 8 Generation-Skipping Tax Strategies: Blessing Grandchildren Efficiently Your GST exemption is $13.99 million—use it before you lose it. Dr. Patricia watched her two-year-old […]
Generation Skipping: Building Multi-Generational Wealth with Faith
The Healing Wallet A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 7 Generation Skipping: Building Multi-Generational Wealth with Faith Build wealth that blesses your great-great-grandchildren’s faith. Dr. Robert sat in his attorney’s office, looking […]
Faith-Based Donor Advised Funds: Strategic Charitable Giving for Christians
The Healing Wallet A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 6 Faith-Based Donor Advised Funds: Strategic Charitable Giving for Christians Create your family’s private foundation without the complexity or cost. The Rockefellers have […]
Emergency Fund Prescriptions: Building Security in Uncertain Times
The Healing Wallet A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 5 Emergency Fund Prescriptions: Building Security in Uncertain Times In healthcare, you prepare for every emergency except your own financial ones. You’ve trained […]
