A Q&A with Michael R. Wallin, CFP®, LUTCF, Optivise Advisory Services Americans are carrying a record amount of debt. According to the Federal Reserve Bank of New York, total household…
Built on Something Bigger: The Biblical Foundation of Koin Credit Union
When making financial decisions, most of us focus on our immediate needs, feelings, or the convenience of a transaction. We ask questions like, “What is the interest rate?” or “Is…
Net Worth vs. Annual Earnings – A Biblical Perspective in Q&A Format (with Lessons from Elon Musk’s SpaceX IPO)
Q: Why is everyone talking about Elon Musk’s net worth after the SpaceX IPO? The SpaceX IPO made headlines worldwide by boosting Elon Musk’s net worth to over a trillion…
Five Reasons to Build Your Career as a Christian Financial Advisor; When Alignment Matters More Than Advancement
Many successful financial advisors reach a point where performance is no longer the problem—alignment is. You’ve built a book, earned credibility, and proven your ability to succeed. Yet beneath the…