If you knew that you had one day left to live, would you spend the day with your lawyers, or would you enjoy your final hours doing the things you love with the people you love?
You know the answer to that. Well, what if those feelings—those emotions—are what drove your wealth and estate planning? Not many people think this way, but it’s the hidden secret to getting excited about planning. Yes, I did say excited about planning.
It’s not just about what you can do or have to do, but it’s about what you want to do. And you accomplish this when you connect your heart to your planning options.
If you start there, you can apply all the available strategies to accomplish what you want to do with the wealth you’re blessed to have. It also allows you to employ the right planning techniques. That’s not only the wisest and best strategy that will lead to more confidence and freedom, but it’s also the most satisfying.
Here is some food for thought:
What might you decide differently if you consider your relationships more carefully and deeply?
What could you do differently if you were able to use your abundant resources while you’re alive to fulfill your deepest desires?
Don’t wait to make the investments that matter most to you. When your heart is involved in planning, it enables you to act with more confidence and assurance right now, and your heirs and the charities you care about will all benefit from it.
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“When the heart speaks, the mind finds it indecent to object.”
– Milan Kundera
Boomfish Wealth Group, LLC, DBA Wealth With No Regrets®, is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Content should not be viewed as personalized investment type of advice. All investment strategies have the potential for profit or loss. Tax, legal, and estate planning information is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Investing involves risk, including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither Boomfish Wealth Group, LLC, nor Wealth With No Regrets® is engaged in the practice of law or accounting. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions. It is important that you do not use this information to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed.
