Did you know you can hire your kids to:
💵 Save on taxes.
📈 Help them build wealth through Roth IRAs and investing.
💼 Teach them real responsibility.
Done right, this strategy is a game-changer—not just for your business, but for your family’s future.
Life transitions bring exciting opportunities—but also big questions.
Marriage, starting a family, selling a business, or even planning a dream retirement can feel overwhelming without a clear roadmap. How do you budget for a wedding? Reduce taxes during a sale? Fund a once-in-a-lifetime adventure?
You don’t have to navigate these transitions alone. With the right financial strategies, you can prepare for life’s milestones with clarity and confidence.
Do you ever feel anxious or ashamed about your finances? You’re not alone.
These feelings are often rooted in common biases:
🔹 Imposter Syndrome: “I’m not good enough.”
🔹 Illusion of Transparency: “Everyone knows I’m struggling.”
🔹 Social Comparison: “They’re doing better than me.”
The good news? These distortions aren’t reality.
Recognizing them is the first step toward financial confidence and clarity. 💡
What happens to your assets—and your kids—if you don’t have a will? The state decides. 😟
A basic estate plan can start at just $300-$500 and often includes:
✅ A will to name heirs and guardians.
✅ HIPAA and healthcare directives.
✅ Power of attorney documents.
Don’t leave these decisions up to chance. If your situation is more complex, we’ll help you craft a comprehensive plan that fits your needs. Let’s protect what matters most.
Did you know your beneficiaries override your will?
Here's what that means and why it matters: if your life insurance policy lists your brother as the beneficiary, but your will names your spouse, kids, and church, the insurance company will pay your brother.
That’s because beneficiary designations operate by contract—not by your will. Your will only applies to assets not already legally assigned to someone else.
The takeaway? Check your beneficiary designations regularly to ensure they align with your estate planning goals.
1 degree. That’s all it takes to change your destination.
Achieving financial freedom isn’t about massive, overnight shifts—it’s about tiny, consistent decisions that align with your goals:
✅ Set a vision: What do you want to achieve?
✅ Build intention: Decide to act on it.
✅ Develop the means: Create a strategy to get there.
Just like fitness, you need a plan to see results.
Does money make you feel secure? A full bank account feels like a safety net, but here’s a reality check: Proverbs 18:11 says wealth is “a high wall in our imagination.”
We’re often tempted to trust money for protection, but it can’t deliver. True security comes from contentment in God. As Paul reminds us in 1 Timothy 6: “We brought nothing into the world, and we can take nothing out.”
One way to break free from trusting in money? Give it away. Generosity shifts our focus from wealth to the One who provides.
What’s your favorite way to give?
“Any intelligent fool can make things more complex. It takes a touch of genius to move in the opposite direction.” – Einstein
Your financial situation isn’t a problem with one right answer—it’s complex, requiring trade-offs and careful evaluation.
If your advisor isn’t treating it that way, they may be doing more harm than good.
In this video, we’ll explore the difference between complicated and complex financial decisions, and why you need a fiduciary who puts your best interests first.
Choosing the right financial advisor can be overwhelming, especially with so many options out there. Did you know there are three primary types of advisors?
1️⃣ Planning-focused advisors (fiduciaries who put your best interests first)
2️⃣ Investment-focused advisors (focused on growing portfolios)
3️⃣ Insurance-focused advisors (focused on selling policies)
(At Openhanded Wealth, we’re planning-focused.)
This means we start with you—your goals, your family, and your unique situation—not what’s incentivized by commissions or quotas.
