Time to Clean Out Your Closet

We’ve all done it at some point—there was some outfit or pair of pants that clearly had no business staying in your closet any longer. And yet, there it hung. From time to time, you may have even tried it on again, hoping this time it would fit. But there’s no denying it—we grow out of some clothes, either in size or due to changes in fashion trends.


Why force it? And why take up the extra room in the closet? Life is too short to go shoving square pegs into round holes. I learned this lesson the hard way when my parents first met with a wealth planner. The discussion was a one-way conversation about transactional options, and the advisers talked mostly about complex planning tools and why my parents should use them. At the end of it all, we walked away thinking, “They made me feel as if a person is a round hole but their square peg should fit anyway.


Don’t leave a “closet” full of mismatched, ill-fitting planning for your heirs to sort through. Wishing and hoping they’ll make the best of the mess isn’t even close to good enough. It’s your wealth. Don’t you deserve to take ownership of the plan and make it fit?


Assume ownership today by working with a planning expert who will communicate with you in a way that makes it easier for you communicate your desires and goals for your wealth and your legacy.


Wealth is more than money. Don’t just plan for your future, live it right now. Pass it on and share the insights like this that you find valuable.



”Freedom begins the moment you realize someone else has been writing your story and it’s time you took the pen from his hand and started writing it yourself.”

Bill Moyers

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