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Catholic Investing
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.
5 Financial Lessons That Apply to Both Your Personal and Business Finances
While many people think financial literacy only applies to personal budgeting or saving for retirement, the truth is that the same financial principles often apply to both your personal life and your business.
The Invisible Load: Financial Stress & How to Allow God to Lift It
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.
Am I Charging Enough? Picasso in the Diner
A reflective essay using the legend of Picasso to explore pricing, self-worth, and the psychology of value. Drawing on personal experience, business insight, and a Catholic faith perspective, this post challenges professionals to charge fairly, balance confidence with humility, and seek wisdom — from both the market and God — when discerning the true worth of their time and talents.
The 5 Numbers Every Catholic Entrepreneur Should Know
Running a business is exciting — but it can also feel overwhelming. As Catholic entrepreneurs, we’re called to be good stewards of the resources God has entrusted to us. The above Scripture reminds us that we must pay attention to the numbers in our businesses.
529-to-Roth Rollovers – What are they?
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.

