Bush Wealth Management

Family wealth planning is about more than managing assets—it’s about creating a lasting legacy that reflects your values and helps leads to opportunities for future generations. Key components include: - Growing and preserving wealth with strategic investments. - Aligning your philanthropy with your family's values. - Working to simplify real estate and asset transfers for a seamless transition. - Preserving wealth with tax-efficient and retirement planning strategies.

In your 60s, life brings a new set of opportunities and questions. Women often carry unique financial responsibilities—balancing personal goals with family priorities. Having a trusted advisor as a sounding board can help bring clarity and confidence to your decisions, seeing that your plan is as adaptable as you are. What’s on your mind as you look toward this new chapter?

Kent Patrick discusses how the Social Security Fairness Act affects retirees. https://lnkd.in/e_mpyp6t

Even those with significant wealth encounter choices about borrowing. The key isn’t whether to take on debt—it’s understanding the role it plays in your overall financial strategy. Good debt can be a strategic tool, helping to grow your wealth through appreciating assets, education, or business opportunities. On the other hand, bad debt can diminish your financial power, often tied to high-interest rates and non-essential purchases. The takeaway? It’s about aligning debt with your broader wealth plan. A financial advisor can help you evaluate when leveraging debt makes sense and when it’s time to steer clear.

When it comes to your finances, luck has little to do with it—it’s about strategy, planning, and taking consistent steps toward your goals. This St. Patrick’s Day, let’s toast to smart decisions and building wealth with intention. ??

When it comes to building wealth, time can be your greatest ally. Investor A contributed less than Investor B but started sooner, allowing compound interest to do the heavy lifting. It’s not about how much you invest—it’s about how early and how consistently you start. Whether you’re just starting your career or rethinking your financial priorities, the power of compounding is a reminder: the earlier you take action, the greater the potential impact. What small steps can you take today to set your future self up for success? source: https://heyor.ca/qjUqpp

Whether you’re looking for liquidity, long-term growth, or a balanced approach, the way you exercise your options can have a significant impact on your financial goals. A thoughtful strategy can help align your decisions with your broader financial and lifestyle objectives.

Recent market volatility have you concerned? You're not alone! Listen on our podcast as Stacy Bush, Kent Patrick, and Courtney Gooding break down the latest market trends and share insights to help you navigate uncertainty with confidence. Please call our office at 229-247-1474 with any questions or concerns. Tune in now!

Markets rise and fall—it’s inevitable. But how you navigate these cycles plays a large role in your long-term success. Are you making changes in your portfolio right now?

Tax planning isn’t just about meeting deadlines—it’s about strategy. From working towards optimizing deductions to aligning contributions with your financial goals, effective tax planning strategies can help see that every dollar has a purpose. Are you making the most of your opportunities this tax season?