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Thanksgiving delivered one of my favorite family photos yet. In the first shot, my mother-in-law is absolutely dwarfed by two of her sons, four of her grandsons, and two very enthusiastic grand-dogs. She may be the smallest one in the picture, but she’s definitely the powerhouse behind this whole crew. It also reminded me of what legacy really looks like in real life. As a financial advisor, I talk about legacy all the time—but it’s moments like this that bring it to life. It’s not just about accounts and balances. It’s about the people (and occasionally the pets!) who benefit from years of thoughtful planning, love, and intention. And because legacy shouldn’t be entirely boy-dominated… the second photo is just the two of us. A little Thanksgiving girl power to balance out all that testosterone. #LegacyPlanning #WealthPlanning #FinancialAdvisorLife #WomenAndWealth #GirlPower #FamilyFirst #GenerationalWealth #FinancialWellness #WomenInFinance #Gratitude #HolidayMoments
Did you know it’s important to brush up on your cybersecurity this holiday season? With more money spent during the yuletide than ever before, it’s important to stay vigilant. Chat with me for resources and tips.
Are you like most business owners and want to exit within 10 years but don’t have a transition plan? Let me know how I can help with business transitions and more.
For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving. Have you considered how a DAF could fit into your family's philanthropic vision? I can help. Contact me today.
If your parents are 73 or older, have they taken their RMDs? The deadline is quickly approaching. Schedule a meeting so we can explore their options.
Want to help raise money-savvy adults? Reach out if you are interested in financial education resources for youth, teens and young adults.