The Wealth, Well-Ordered Blog

Practical insights, timeless truths, and real-life situations to help you align your wealth with what matters most.

Lessons from the Assumption of the Blessed Virgin for the Successful DIY Investor best life of significance investments Aug 15, 2025

 

The Assumption of the Blessed Virgin Mary is a reminder of our ultimate destiny and the value of living in right order now, even in a chaotic and noisy world. As successful DIY investors, we can draw both practical and spiritual guidance from this mystery—not just for our portfolios, but for our ...

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Where Your Treasure Rests: Wealth, Reform, and Renewal in the Midst of Change best life of significance investments taxes wealth protection Jul 18, 2025

As the sun rose this morning, many of us who pray the Liturgy of the Hours reflected on the antiphon from Psalm 36: “In your light, Lord, we see light.” It's a reminder that true clarity doesn’t come from market forecasts or legislative briefings—it comes from remaining anchored in God’s wisdom, esp...

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Your 401(k) May Be Quietly Costing You More Than You Realize investments retirement Jul 11, 2025

A recent analysis by Abernathy Daley 401k Consultants revealed a troubling trend: the vast majority of corporate 401(k) plans have consistently underperformed cheaper, more effective alternatives over the past decade. And unless structural changes are made, that underperformance is expected to conti...

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What to anticipate with the One Big Beautiful Bill Act (OBBBA) estate planning investments philanthropy retirement tax strategies taxes Jun 27, 2025

Key Provisions in the Amended Bill

  • SALT Cap Raised: State and local tax deduction cap raised to $40,000 (temporary, first five years) 

  • Tax Breaks: Deductions for overtime and tips; expanded child tax credit ($2,200 per child); auto loan interest deduction on U.S.-assembled cars

  • Senior...

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Living Your Best Life: A Pilgrim Journey of Purpose, Wealth, and Grace best life of significance estate planning investments retirement May 30, 2025

All of us know the tension between what is and what could be—the sacred gap between our current financial reality and our deeper hopes for a life of significance. It is the space where our desire for impact, freedom, legacy, and peace tugs at the limitations of our day-to-day lives. We long to live ...

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Weathering the Waves: A Better Approach to Market Volatility Part 1 investments retirement wealth protection May 01, 2025

(Part 1)

Volatility is a feature of the markets, not a flaw.

We know this intellectually, but emotionally, it can still shake us. Market headlines shift by the hour, news cycles stir anxiety, and when portfolios wobble, many investors begin to wonder whether their plan is still sound.

Here’s the ...

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