Result: You're a visual person, motivated by family.
Result: You're a visual person, motivated by family.
If you can see it, you can achieve it. Use visual cues to guide you: photos of your goals, graphs of your assets or track your progress with a calendar. 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:
Give while you live
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 around 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
- Provide life-changing support, like helping a child move to a new city
- 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
Talk to an Advisor Checklist
- Financial and estate plans
- Savings and checking accounts
- Emergency funds
- Expenses
- Pensions and Social Security
- Retirement accounts
- Investment accounts
- Life insurance policies
- Long-term care policies
- Loans, credit lines and other debt
- Trust accounts
- Real estate
- Annual gifting
- Charitable giving
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.
