Mind, Money, Motion

Spring Into Financial Organization! ?? A key part of a great estate plan is understanding what you own and what you owe. Yet, a common oversight is not having an up-to-date asset list. This spring, take charge by creating your list with the My Net Worth Overview—a simple, handy worksheet that: ? Automatically calculates your net worth ? Serves as a quick-reference estate planning summary https://lnkd.in/eEP3XrxS It’s an easy, all-in-one tool to help you build stronger financial habits and plan for the future with confidence. There is even a FREE on-demand workshop https://lnkd.in/eX-QXBY2 that walks you through getting the worksheet completed to get your financial house organized!

Shout out to all you wonderful financial educators out there, especially the ones on Tony Steuer, CLU, LA, CPFFE's list!

Remember, money is simply a tool in our hands, not the destination itself. It empowers us to reach our goals, but it's our drive, ambition, and values that truly steer our journey. #Moneyisatool #FinancialWisdom

Feeling overwhelmed because you haven't started planning for the year yet? Don't worry, it's not too late to get organized and take control of your finances! Grab our FREE financial planning calendar! It's your ultimate tool for staying on top of your financial goals all year round. With this checklist calendar, you can ensure that you're always updating crucial documents and reviewing your finances to keep up with life's changes. https://bit.ly/3UoZrCP

Spring Cleaning Isn’t Just for Your Home! ???? Is it Time to Declutter Your Finances? Using the acronym K.I.S.S. (Keep it Super Simple) will help with this task and make life less complicated, less overwhelming and often easier on yourself. https://lnkd.in/eVgHaSCy #Declutter #Keepitsimple #Finances

Midweek mindfulness break! Incorporate a moment of tranquility into your day. Whether it's a brief meditation or a mindful walk, savor the present and nurture your mental well-being. You deserve this moment of peace. #SelfLove #MidweekMindfulness

Make sure you stay on track this year with a Financial Planning Calendar! Get it for free here: https://lnkd.in/eF_eEp8H

Protect What Matters Most! Your most treasured possessions hold special memories and meaning, and it's important to ensure they end up in the right hands. Using a Personal Property Disposition List allows you to document your wishes for each item—whether it's jewelry, collectibles, or other special belongings, without the help of an attorney. By keeping this list signed, up-to-date, and filed with the rest of your estate planning documents, you can rest easy knowing that your loved ones will receive your cherished possessions in a thoughtful and intentional way, honoring your legacy. https://lnkd.in/e3ba3Afw #LegacyPlanning #PersonalProperty

Mindful Spending for a Healthier You! Mindful spending can be a powerful way to reduce stress and align your money with what truly matters to you. Start by reflecting on your values and prioritizing purchases that support your goals and happiness. This could mean cutting back on impulse buys, focusing on experiences over material items, or investing in things that promote long-term health and joy. When you’re intentional with your money, you make space for more peace of mind and less financial stress. ??

Do you practice positive self-talk? In this empowering Mind, Money, Motion podcast episode, Dr. Bob Ruotolo shares valuable insights on how to unlearn fear-based habits and start practicing mental conditioning to transform your mindset. It's time to change your attitude—and ultimately, change your life! #PositiveSelfTalk #MentalConditioning #MindsetShift https://lnkd.in/eRqr_s7r