Diversification Wisdom: Not Putting All Your Eggs in One Basket (Ecclesiastes 11:2)
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. 4 Diversification Wisdom: Not Putting All Your Eggs in One Basket (Ecclesiastes 11:2) King Solomon knew about portfolio diversification 3,000 years before modern […]
Charitable Lead Trusts: Putting God First in Your Giving Strategy
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. 3 Charitable Lead Trusts: Putting God First in Your Giving Strategy Let your favorite ministry receive income for 20 years while still blessing […]
Biblical Budgeting: The Envelope Method for Modern 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. 2 Biblical Budgeting: The Envelope Method for Modern Christians Jesus managed resources perfectly with 12 disciples—you can manage yours too. When Jesus fed […]
529 Plan Superfunding: Tax-Smart Education Gifting for Medical Families
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. 1 529 Plan Superfunding: Tax-Smart Education Gifting for Medical Families Fund your grandchild’s medical school education in one tax-efficient move. Picture this: your […]