The Lifecycle Pillars of Personal Finance
Prior Proper Planning Prevents Poor Positioning
Legacy - Your Rearview Mirror
“Its not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for” Robert Kiyosaki
The rearview mirror shows precisely what is behind you. What will “your” rearview mirror show? What will you be remembered for? Your grandchildren may perhaps remember the vacations, the walks on the beach, the birthdays and holidays, the special moments, and your words of wisdom.
Aside from your family is there also a charity, special purpose, or affiliation that you have an affinity to and are fond of? Are all of your beneficiaries updated and correct? Are your trusts in order? Have you had the foresight to make specific plans in regards to your care, both physically and financially, in order that your legacy remains intact. A legacy that’s built to last is reliant on the plans you’ve paid forward...so that those left behind can continue to live on in your spirit. Be certain to create the legacy you intended to. Utilize our resources to ensure that your efforts arrive at their ultimate destination.