Happy New Year!
I hope you had a great holiday season and that you are looking forward to 2022! It's hard to believe that we're at the beginning of another year. For my annual "new year" blog, I have a couple of topics to discuss...
I hope you had a great holiday season and that you are looking forward to 2022! It's hard to believe that we're at the beginning of another year. For my annual "new year" blog, I have a couple of topics to discuss...
Topics: Build Wealth, Build True Wealth, financial legacy, From John's Desk
Each year as we look ahead at all we want to accomplish - and look back at all we wished we had done last year it's easy to feel some regret. If you're like me you might find yourself thinking "I wish I woulda. . ." or "I shoulda. . ." or "If only I coulda. . .". But experience tells me that shoulda, coulda, woulda doesn't help us move forward.
Topics: Build Wealth, Build True Wealth, financial legacy, From John's Desk
Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies.
Topics: 529 Plan, Uncategorized, UTMA account, creating trust fund, Family Legacy, financial legacy, Financial Planning, grandchild education, Grandkids, Grandparents day, Leaving a Legacy, Legacy Assets, Legacy Planning, Retirement
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