Jul 11Liked by Brian Salcetti, AIF®, CIMA®, Blake B. Millard
Blake-a post from your heart that resonates. People will best know how their money can serve them when they understand the pieces of the puzzle called their life. Organizing and understanding your financial situation is not quickly or easily done and often is best achieved with the help of a professional Financial Planner. As you noted, the unexpected can and will happen and family will be grateful when settling an Estate is less difficult because of the effort made ahead of time.
I'm sorry for the loss of your father. Thank you for being vulnerable and sharing your experience. I love that picture of your dad at the end - what a great (and I'd argue, slightly mischievious) smile! Thankfully, your dad was able to travel a bit over the last few years.
Blake-a post from your heart that resonates. People will best know how their money can serve them when they understand the pieces of the puzzle called their life. Organizing and understanding your financial situation is not quickly or easily done and often is best achieved with the help of a professional Financial Planner. As you noted, the unexpected can and will happen and family will be grateful when settling an Estate is less difficult because of the effort made ahead of time.
Well put - thank you Julie !
Blake,
I'm sorry for the loss of your father. Thank you for being vulnerable and sharing your experience. I love that picture of your dad at the end - what a great (and I'd argue, slightly mischievious) smile! Thankfully, your dad was able to travel a bit over the last few years.
Appreciate the feedback, Cobin ! 🙏🙏🙏
So sorry to hear about your Dad, Blake
Thank you 🙏