Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Prioritize Your Dollars
Imagine you had a magic wand. You could wipe the slate clean and rebuild your financial life from scratch. One simple question: What do you value most? Chances are, your answer has nothing to do with money.
Estate Planning Lessons from Celebrity Mistakes
The biggest mistake people make, including celebrities, is not doing any estate planning at all. Without a plan, the administration of your estate is left to chance, leading to potential complications and disputes among heirs.
Your Next Vacation - Retirement
Retirement requires intentional planning not only financially but also in terms of physical, spiritual, intellectual, and social purpose to avoid depression and health issues.
Are You Paralyzed by the Complexity of Estate Planning?
Your estate plan is about one thing. It is about saying “I love you” to the people you leave behind. So, take the time, use the tool as a launchpad, and let us help you say that to your loved ones in the best way possible.
Understanding How Other Generations Think About Money
It is easy to throw our hands up when we are trying to help another generation financially, especially when it is our kids or parents. The reality is, though, that their experiences with money are far different from yours.
Tell Me ‘Bout the Good Old Days
More than just lyrics to a song, these words really hit home. The only way our country and our world will get better is by each of us starting in our own homes and own communities. It starts with us.
Why Haven’t You Updated Your Estate Plan?
What you leave behind when you die is about so much more than the money. It is not just an estate. It is a legacy.
What Do You Want Your Story to Be?
Imagine yourself in your favorite spot in the world. You are in the last days of your life and looking back at your story. What do you want your story to be? Are you living that story today? If not, why not? If not, how do you change your course?
Separation in Preparation
Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing – you!
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Disclosure: Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.
