Result: You're a numbers person, motivated by family.
Result: You're a numbers person, motivated by family.
If you’re talking money, talk value. Dive into the details, track your progress and learn the facts. Providing from your loved ones is important to you, so if you’re ever at a loss focus on that. This is your north star.
Money Moves to make:
Money Moves to make:
Money Beliefs Kickstart Guide
These conversations are tricky. You and your partner may have different ideas about what you want your money to do, both now and after you're gone. If you understand why your partner feels differently, it will be easier to come to an agreement. Use this Kickstart Guide to help start a conversation that gets to the root of both your values.
- Who do you want to receive your wealth if you’re no longer able to enjoy it?
- Who are the most important people in your lives and how should your wealth be divided among them?
- Do you and your partner agree on how much to leave to your children, if any?
- Do you want to leave anything to the people or causes you care about?
- Do you want to put any parameters around inheritance?
- If you and your partner disagree, can you find a compromise with elements that are important to you both?
When you’re moving forward you may need cash to fall back on.
When you’re moving forward you may need cash to fall back on.
Consider saving and keeping some cash for an adequate emergency fund.
Giving While Living Kickstart Guide
You don’t have to wait until after you’re gone to establish a legacy. There are many powerful money moves to create a legacy while you’re here to enjoy it. Check out this kickstart guide for inspiration on how to give to the people and causes you love:
- Fund someone’s education
- Give the down-payment on a loved one’s home
- Create a donor-advised fund, which gives to multiple charities in an organized way
- Give a meaningful donation to your alma mater