Leaving a Lasting Legacy of Love and Wisdom
Legacy is not just about money or property—it’s about the values and principles you instill in the people you leave behind. The legacy of love you create with your actions, words, and wisdom can shape future generations in ways you never imagined. In your endgame, focus on passing down more than just assets—pass down the essence of what brought joy into your life; pass it down in a way your descendants can benefit.
What Makes a True Legacy:
A true legacy isn’t just financial; it’s about what you teach, how you live, and the example you set. Your endgame is a time to reflect on the wisdom you’ve accumulated over the years and share it with those who matter most to you.
How to Create a Meaningful Legacy:
Share Your Stories of Your Lessons: Start conversations with your Loved Ones about the values that have shaped your life and the lessons you’ve learned along the way.
Write Letters or Journals: Whether through a formal ethical will or personal letters, capturing your thoughts can offer insights and guidance for future generations.
Establish Family Traditions: Leave behind rituals or traditions that your Loved Ones can carry forward, creating a sense of continuity and belonging.
Conclusion: Take the First Step Toward a Legacy That Lasts
In your endgame, focus on leaving more than material wealth—leave a legacy of love, wisdom, and values that can guide your Loved Ones long after you’re gone. But meaningful legacies don’t happen by chance—they require thoughtful planning and intentional action.
Are you ready to start building a legacy that will truly stand the test of time? Schedule a quick call today to explore practical ways to pass down your values and wisdom while ensuring your Loved Ones are cared for. Your legacy is worth it, and I’d love to help you create it.
HOMESCHOOLING: Haven or Havoc?
Your child's school years are precious and fleeting.
Now could be your best time to step up where your school is letting your child down. Let this series of myth-busting short chapters encourage you.
2 Major Mistakes
Which one will you make?
Which of these 2 retirement mistakes are you making right now? It's impossible to entirely avoid both mistakes.
You won't know for sure which mistake will work out better for you until it's too late.
How to choose?
Finding the Will
(Part 1)
Part 1: Have the will to arrange for a smooth transition when you’re no longer around to answer questions
Have the will to arrange for a smooth transition when you’re no longer around to answer questions (Part 1)
Ensuring your children or other Loved Ones can readily access your important papers when you die entails a sound process versus one or two conversations. You must overcome aversion to the subject of death, procrastination of anything that is long-term, and the tendency to assume things will be fine. Family dynamics can be sweet, spicy, or dicey.
Finding the Will
(Part 2)
Part 2: Getting Organized
While the internet permits convenient access to accounts, policies, and stored documents, it presents a plethora of password management problems. which too many people avoid by succumbing to password laziness, such as:
- re-using passwords for multiple logins, or
- use simple, easy to remember passwords, or
- writing them on sticky notes placed on their monitor or under their keyboard, or
- keeping them in a spreadsheet on their computer, or
- letting their browser remember passwords for them
Embrace Your Clarence
Is Clarence your future?
Golden insight from a golden retriever.
Post-Pandemic W.E.L.L.ness
Working, Earning, Learning, and Launching to Thrive
Where life drastically changed forever two years ago, everyone adjusted to the best of their abilities.
Here are a few of the key adjustments--"pandemic pivots"--that sustained some and prospered others.
Prenuptial Adulting
Equip Them for Happily Ever After
“Mom, Dad, we’re getting married!"
“Wonderful, congratulations! Here’s what you both need to do first.”
Equipping newlyweds with essentials of responsibility leaves plenty of life yet to be discovered on their own. Adults understand that love isn’t oogly feelings; it’s a hard choice. It’s putting your commitments and your money where your mouth is.
Many of the following steps also apply to one’s turning 18 years old. Becoming engaged adds urgency and a deadline.
Rethinking Competing Funds for College and Retirement
We live in a time of skyrocketing inflation topping decades of unbridled higher education costs.
Is the tension between funding your retirement and funding (at least partially) your children’s college education keeping you up at night?
You’re not alone.
Married? Is Your Endgame 100% or Just 50%?
Are you single? That other 50% could be whoever is most important to you.
Multiple unforgiving players factor into your retirement and estate plans (collectively your “endgame”). Household names include the Internal Revenue Service, the Social Security Administration, and the Center for Medicare and Medicaid Services. Key decisions with these players are nearly impossible to reverse. Plus, if you qualify for a pension, how you activate it is another irreversible decision.
Are you more of a planner than your spouse? It’s all too common for one spouse to blindly trust the planning spouse. Countless endgame “plans” were created by 50% of a couple:
