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Then you will know the truth, and the truth will set you free. (JN 8:32)
Nov 16,2009, 4:29PM

Dave Says - November 16, 2009

Breaking down The Legacy Drawer Dear Dave,I've heard you talk about something you call The Legacy Drawer. What exactly is this, and what goes into it?Lisa Dear Lisa,One of the best ways I know to tell your family how much you love them is by having your financial act together and organized in a central location. The Legacy Drawer is a collection of your essential financial documents in a safe pl...
Nov 09,2009, 12:44PM

Dave Says - November 9, 2009

Balancing ambition and contentment Dear Dave,How do you balance ambition with contentment?Fran Dear Fran,This is a really good question! To be honest, I don't believe they require balance. You thought ambition was the opposite of contentment, didn't you? I don't look at it that way. It's not like a teeter-totter. They don't have to balance out, because they're not on the same spectrum. I'm cont...
Nov 09,2009, 10:50AM

Whatever Happened With the Book?

When I retired from Merrill Lynch in August of 2005, I was challenged by several people to write a book on Biblically Responsible Investing. After accepting the challenge, it dawned on me that I had never done this before and it was apparent that my learning curve took some time to process enthusiasm into content and structure. Over fifty interviews with theologians, pastors, and financial experts...
Nov 02,2009, 11:34AM

Dave Says - November 2, 2009

Prioritizing saving as an adult Dear Dave,I'm 20 years old, and I'm working my way through college. I've never been in debt, and I've already got a good emergency fund in place. But it seems like there are so many things to plan for down the road. How do you prioritize and manage saving for a better car, investing, marriage, kids and everything else in life? It all seems so overwhelming.Eric Dea...
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