We are often asked, “How do I choose the right guardian for my #children in my #EstatePlan?” Here are some valuable tips to help you make this important decision: 1️⃣ Name multiple potential guardians and a successor in case the chosen guardian is unable to fulfill the role. 2️⃣ Discuss your plans in advance to address any concerns or questions that may arise among family members. 3️⃣ Look for responsible individuals who share your values and will care for your #child according to their needs and your wishes. 4️⃣ Separate the roles of "guardian of the person" and "guardian of the estate" for added checks and balances. Remember, you can update your #guardianship decisions as needed. Plan ahead to ensure your child's future is in capable hands. #FinancialPlanning #FinancialWellbeing #ClientsFirst #TaxEfficiency #WealthPlanning
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Get to know our clients and learn how our personalized support has impacted their journey to financial wellbeing 🧡 Thanks to Shelby Miller, CFP®’s support, her client can feel empowered and optimistic about her future. ↳Ready to take control of your financial future? Your goals are our priority. It’s YOUR journey, and we’re here to empower you every step of the way. Let's talk: https://hubs.ly/Q02TsVn10 #FinancialPlanning #HolisticFinancialPlanning #FinancialWellbeing #ClientsFirst #WealthPlanning
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Please join us in welcoming Alex Larsen to #TeamHewins as our new Associate Advisor! With a background in technical recruiting, Alex brings a unique blend of skills to our team. We're excited to see how Alex's expertise will contribute to our team's success and our clients' financial wellbeing. Please join us in welcoming Alex to the team! #WelcomeToTheTeam #MeetOurTeam #FinancialPlanning #FinancialWellbeing #ClientsFirst
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In spite of all the uncertainty and challenges going on this year – major wars, inflation, and an extremely contentious election – markets of all flavors enjoyed a robust third quarter. Value and small cap stocks took center stage for the quarter, and bonds also enjoyed strong returns. Yields fell amid renewed expectations that inflation is coming down and may even continue to the Fed’s target of 2%. 💡Don’t forget that returns may come from unexpected places. Just another reason to be diversified, always. Read our third market summary to learn more: https://hubs.ly/Q02SFGWz0 #TeamHewins #Investing #Economy #MarketOverview
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In a world where time is among our most precious resources, the old adage “time is money” has never been more relevant. But what does it really mean to value your time these days? ↳ It’s not just about hustling harder or working longer hours. It’s about making smart decisions that give you more time for the things that matter most. ↳ Whether you’re a busy professional looking to outsource tasks or a high-net-worth individual seeking to enjoy more of your time, you can decide how to spend your time in a way that leads to greater balance and fulfillment. Learn how to free yourself from time-consuming tasks and increase efficiency: https://hubs.ly/Q02P086N0 ❇️ ❇️ Interested in learning more about this topic and others? Receive monthly advice, how-tos, and guides to help you cultivate a happier, healthier relationship with #money. Sign up for our #newsletter here: https://hubs.ly/Q02P05Lb0 #PersonalGrowth #TimeManagement #ProductivityHacks #Worklifebalance #HolisticFinancialPlanning #ClientsFirst #WealthPlanning
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Please join us in welcoming Kristina Rodriguez to #TeamHewins as our new Executive Assistant! With over 10 years of experience in administrative roles, Kristina brings a valuable skill set to our team. Her recent experience showcases her ability to support senior leadership and manage complex projects. We are excited to have her on board and look forward to her contributions to our firm and our client experience. Welcome! #WelcomeToTheTeam #MeetOurTeam #FinancialPlanning #FinancialWellbeing #ClientsFirst
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Today, we proudly recognize three of our incredible and longest-tenured team members who continue to make a lasting impact. Thank you for your passion, hard work, leadership, and unwavering commitment. Your dedication has truly shaped our success and we're grateful for all you do. You are Team Hewins! #TeamHewins #WorkAnniversary
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With the proper strategy in place, financial wellbeing is well within your reach. But how exactly do you craft that strategy? Read on for our team’s advice. https://hubs.ly/Q02N2Pf40
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We are honored to be recognized as one of America’s Top RIAs by Financial Advisor Magazine.🏆 This recognition highlights our dedication to providing an exceptional experience for our clients. We're so proud of our team! For more information, and learn more about the methodology for this award: https://hubs.ly/Q02MC8H-0 Published in July 2024. Neither the Firm nor its representatives paid a fee to participate in the survey. #RIARanking #TopRIAs #ClientsFirst
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Please join us in welcoming Amy Wong to #TeamHewins as our new Director of Client Service! Amy brings a wealth of experience from her previous roles in banking, where she provided white-glove service to clients, oversaw a geographically dispersed team, and handled special projects. We are excited to welcome her to the team and look forward to her contributions to our continued success. #WelcomeToTheTeam #MeetOurTeam #FinancialPlanning #FinancialWellbeing #ClientsFirst
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