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Grandparents’ Day is here, and it’s the perfect time to thank them for all the life lessons and laughs. Grandparents have shown us the value of every penny and the warmth of every smile. Sending lots of love to all the amazing grandparents out there today!
**Saying Goodbye to a Trusty Companion, and Embracing New Journeys** ???? Today, I’m saying goodbye to my beloved Kia Sorrento. This car has taken us to countless football games and track meets for our three children, not to mention taught them to drive and helped them move to college and embark on their lives as young adults. It’s not just a car; it’s a chapter of our family’s life filled with memories and miles. But as much as I’ll miss it, I’m excited to share that we’re passing it on to a recently arrived refugee family. Rick got her new tires and brakes and had her inspected and she is ready for new adventures. I can’t think of a better way to ensure that this vehicle continues to serve with purpose, carrying its new owners toward fresh starts and new beginnings. In many ways, this moment reminds me of the work I do as a financial advisor. Just like this SUV has supported us through the twists and turns of life, financial planning is about providing stability and confidence to navigate the road ahead. It’s about making thoughtful decisions today that will serve us well in the future—whether that means investing in a new opportunity, planning for retirement, or, in this case, helping a family on their journey to a better life. Here’s to the new adventures that await this special family. I hope this car brings them as much security and joy as it brought our family. #WealthPlanning #GivingBack #CommunitySupport #NewBeginnings
Did you know retirement planning can be a complex topic? Rules change as quickly as the market changes. We can help you navigate your family’s finances and retirement savings. Let's connect to discuss a tailored plan.
How to take the high road | Psyche Guides
Learning to exercise compassion for yourself and others takes practice. Read these tips on how to be the best version of yourself, even when things get difficult.
Read MoreIt shouldn't be hard to talk about money. Contact me for financial education resources about talking finances and wealth planning with your loved ones.
Humans age dramatically at two key points in their life, study finds | CNN
Certain points in time are particularly important for our aging and health, according to scientists at Stanford University and Nanyang Technological University in Singapore.
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