Unfortunately, the financial world is filled with people who care more about making money than about helping people. It can be hard to distinguish people who are genuine versus purely interested in money. Here are 10 questions to ask to help with discernment.

Today, many families are exploring financial strategies that not only support long-term growth but also provide protection and flexibility along the way.

Approaching Catholic or moral investing is similar to discerning which stores or businesses you are going to patronize. Some of it may be pretty clear, but the more you dive into it, the muddier the water may become. Discernment is essential with a deep awareness of the principle of stewardship: understanding that all we have is God’s; we are simply responsible for it for as long as He entrusts it to us. 

Do you feel overwhelmed by money and unsure where to start? Are you confused when acronyms like IRA, SIMPLE, ETF, SEP, HSA, or CD are talked about? Don’t worry, you are not alone! Honestly, you do not really need to know what they all mean. Like all industries, finance has its own language. Just like you don’t need to know the names of all the muscles in the body to get medical advice, you don’t need to know all the financial terms to get financial advice; you need the right advisor.

Are finances on your 2026 New Year’s Resolution list? Regardless of your goal or resolution, you will need to track your finances to know where you are now, monitor progress, and measure success. Tracking finances can be difficult, time-consuming, and boring, but there are some ways to make it less burdensome. 

One of the most common college savings vehicles right now is a 529 plan. While 529 funds never expire and can be passed on to another family member by the account owner, circumstances sometimes arise where the account owner would like the money to remain the beneficiary’s. This is where the 529-to-Roth rollover over could make sense.