Legacy Sessions | Estate Planning
Estate planning is essential for protecting your legacy and ensuring your assets are distributed according to your wishes. In a recent seminar, attorney Evan Taylor highlighted the importance of aligning legal documents with your overall financial plan, using tools like wills, trusts, and powers of attorney to avoid probate, minimize taxes, and safeguard assets from long-term care costs. Especially crucial for blended families and those with high-value estates, comprehensive estate planning helps prevent disputes and ensures your family's future is secure.
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Legacy Sessions | What is Your Net Worth?
John Forbes, a seasoned financial advisor with nearly three decades of experience, redefines the concept of wealth by focusing on the true riches of life, captured in the acronym "WEALTH": Wisdom, Experiences, Affluence, Legacy, Time, and Health. In his presentation, he emphasizes that wealth is not just about accumulating money but also about cultivating relationships, creating meaningful experiences, and leaving a lasting legacy. John offers practical advice on financial planning, from saving for retirement to avoiding common investment mistakes, and underscores the importance of being intentional with time and health. His insights encourage individuals to live fully and purposefully, ensuring that their legacy extends beyond material wealth.
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Legacy Sessions | Leaving a Lasting Legacy
This blog explores the profound importance of building a meaningful legacy and the intentional actions required to ensure it endures. Jason McKinnis shares personal experiences from his pastoral and corporate leadership roles, emphasizing that legacy is not just about material wealth left behind, but about the values, morals, and lessons passed on to others through the way we live. He recounts deeply personal stories, including the challenges his family faced after the sudden loss of his father, to highlight the significance of planning and living with purpose. The narrative encourages reflection on one's own life, embodying values, and creating a legacy that influences the character and lives of those left behind, ensuring an impact that lasts long after we are gone.
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Unmasking Homelessness with Arrowleaf
In our latest blog post, we dive into the inspiring work of Arrowleaf, a Southern Illinois organization dedicated to transforming lives through their comprehensive services. From mental health support to tackling homelessness, Arrowleaf is at the forefront of creating positive change in the community. Learn about their upcoming "Unmasking Homelessness Gala," which aims to raise critical funds for a new emergency shelter, and discover how you can get involved in this powerful movement. Join us in supporting a brighter, more hopeful future for Southern Illinois!
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The Cash vs Card Debate
In the age of digital transactions, the choice between using cash and card payments has become a frequent consideration for many. While some swear by the reliability of cash, others find comfort in the convenience and security that cards offer. As financial tools continue to evolve, understanding the pros and cons of both payment methods is crucial for managing your money effectively. In this blog post, we?ll dive deeper into the benefits and drawbacks of each, explore scenarios where one might be more advantageous than the other, and discuss how to find the right balance for your financial needs.
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