Welcoming the new year offers the opportunity to review your current money habits to look for areas for improvement and the introduction of new practices. One […]
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After a volatile 2022 which saw bear markets in both bond and equity markets, 2023 was a bright spot given all the uncertainty […]
In the wild parts of eastern South Africa, lions rule the bush. Beyond the surface, the habits and lessons of lion tracking offer deep insights into the complexities of our financial lives. Reflecting […]
There are many elements of an estate plan. The most important items are a Will, powers of attorney for health care and property, and the creation of a Trust. This article will focus on the benefits of creating a Trust. Trusts are flexible, varied, and complex. Many Trusts enable the Grantor(s), the person(s) creating the Trust, to do the following […]
When working with clients, I often use the phrase, “personal finance is personal.” Everyone’s situation, including income, resources, goals, expenses, etc., is vastly different. Thankfully, we can use some great tools to estimate our needs, but it needs to be said that your situation is different from most everyone else’s […]
Can you believe the year is wrapping up, and 2024 is right around the corner! Now is a good time to review your finances: doing so now will give you enough time to make adjustments to your finances that can help you end the year strong and start the New Year off right. Here are a few things to consider before the end of the year […]
As the pandemic and its challenges persist and the geopolitical environment becomes more uncertain, we at Covenant Trust are refocusing on living into our guiding values. Our first value is committing to our client’s purpose. As stated in our guiding values, “Your purpose is the starting point. We encourage you and your family or organization […]
What the new tax legislation will look like in the future is anyone’s guess, leaving investors feeling anxious. Covenant Trust talked with Naperville, Illinois tax professional, Linda Kanter, President and Owner of Kanter Tax and Trust Consulting, Inc. who shared some insights to help investors proactively manage their tax situation in 2021 despite the current […]
“Making a list and checking it twice” applies to everyone this time of year.
We’re usually on top of jolly holiday to-dos like parties, goodies and gifts, but when the season is in full swing, it’s easy to forget important year-end financial to-dos. The financial to-do list isn’t very festive, but with a little help from […]