Time is what we want most, and yet it’s what we use worst.
Your time is precious. It’s also your most limited resource, while your abundant resource is money. The question then becomes:
What amount of money would you give for more time to do what matters most to you?
This is not a question asked during traditional planning—but it should be. After all, when it comes to your money, the only one who really knows the LEGACY YOU WANT TO LIVE… is YOU.
Having clarity about what you truly want opens the door to possibilities you may not have realized were available. Good planning engages all three dimensions of wealth into an arrangement that:
• Gives you pleasure today and protects for tomorrow
• Makes you enthusiastic for life
• Keeps you focused on living out your purpose
Ultimately, your planning should give you hope, confidence, and peace of mind that your objectives are being achieved.
Wealth is more than money. Once you realize that, you are one step closer to living your legacy not just leaving one.
Don’t just plan for your future, live it right now.
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“Let him who would enjoy a good future waste none of his present.”
-Roger Babson
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.
