Resources

As advisors, we spend a lot of time and effort helping clients set goals. That’s because goals are foundational to financial decisions around investments, asset allocation, and income planning. On one of our recent weekly radio shows on WCCO in Minneapolis (AM 830), we invited our long-standing friend Doug Lennick to discuss the connection between achieving purposeful goals in your life, and how they need to be tied to values.

You may have thought about your goals for the future—like retiring early or buying a vacation home—but what about further down the road? What happens to your assets when you’re gone? What happens to your loved ones? How can you be sure that your spouse is financially secure when you die? These are essential planning questions to ask, but the uncertainty surrounding them can often leave us with more anxiety than confronting our own mortality.

At its core, legacy planning is about life and death, family and community, and love and values. When you think about your legacy, there can be a lot to consider. What does it even mean to leave behind a legacy? And how can the estate planning decisions you make today impact the legacy you leave when you’re gone?This eBook will help you think about what it means to leave a legacy, as well as provide some considerations for creating an estate plan, including:

Most folks don’t want to think about a house burning down, getting into a serious car accident or dying.

In this segment of CBS 4 Your Money, Dustin Smith CFP®, ChFC®, Senior Vice President and Financial Advisor at Wealth Enhancement Group discusses how saving money can be more beneficial than budgeting.