As we step into a new year, let’s focus on what truly matters: faith, family, and finances. 🌟 These three pillars guide us through life’s ups and downs, offering hope, strength, and security. With faith, we stay grounded. With family, we find purpose. And with smart financial habits, we build a stable foundation for the future. ❤️ Monthly credit check-ins and small celebrations remind us to stay consistent, not just for ourselves but for those we love. Every step toward financial health—whether it’s saving for the future or reducing debt—brings us closer to providing stability and joy for our families. With this new year, let’s honor our faith, cherish our loved ones, and take control of our financial journey. These are the things that truly matter, and they’re worth every bit of effort. Together, let’s make 2025 a year of purpose and progress. 🙏❤️🏡 #FaithFamilyFinances #NavigateYourBestYearYet #FamilyFirst #FinancialFreedom #StayGrounded #Gratitude #CreditGoals #FaithJourney #MoneyMatters #BudgetingTips #FamilyFinance #SmartFinances #CreditHealth #SavingsGoals #CelebrateWins #EmergencyFund #DebtFreeJourney #SmartSpending #PersonalFinance #FinancialPlanning #CreditMonitoring #MonthlyCheckIn #FinancialWellness #FamilyGoals #NewYearFocus #MoneyMindset #FamilyStrength #FaithFirst #PurposeDrivenLife #ScoreNavigator
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💬 Talking to Your Heirs About Wealth: Creating Understanding, Not Entitlement 💰✨ Discussing wealth with your heirs can be challenging, but it’s also one of the most meaningful conversations you’ll have. The key? Balancing transparency with lessons about responsibility. Here’s how to start: 🌟 Share Your Values: Explain the purpose behind your wealth—whether it’s to provide security, opportunities, or philanthropy. 🌟 Encourage Responsibility: Teach financial literacy and the importance of earning and managing money. 🌟 Set Clear Expectations: Discuss inheritance plans openly to avoid surprises or misunderstandings. 🌟 Involve Them Early: Introduce them to your financial advisor and include them in conversations about your legacy. 💡 Pro Tip: A thoughtful discussion today can shape a legacy of gratitude, understanding, and purpose. 📞 Ready to start the conversation? We can help you plan and facilitate these important discussions. 🔗https://lnkd.in/eMEtwt8B 👉Check put our blog post to learn more: https://lnkd.in/eYV7Yb6g #LegacyPlanning #WealthWithPurpose #FinancialLiteracy #StatonWalshAdvisors
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Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY . . . #WealthPreservation #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #InvestmentPlanningProvidence #InvestmentManagementServicesProvidence
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Financial Planner & Wealth Manager, Founder at Horizon Advisory Group LLC.
Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation
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Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://buff.ly/3WFEJim #wealthpreservation
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Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://buff.ly/3WFEJim #wealthpreservation
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Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation
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Financial Planner at Cedarwood Financial Partners | Helping you with finances and more...
Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation
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CERTIFIED FINANCIAL PLANNER(TM) Practitioner | dedicated to helping people prepare for and live their retirement to the fullest
Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation
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Founder & CEO / Certified Exit Planning Advisor at Ascend Financial Group. Associated with Commonwealth Financial Network®.
Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation
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Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation
