Mind, Money, Motion

The new and improved Net Worth Overview worksheet not only captures a snapshot of your current financial situation, but also carries your information over to a second worksheet for the Executor/Successor Trustee to use as a working copy AFTER the loss of a loved one. When updating titles, beneficiaries, distributions, etc, this worksheet helps you get organized now, double checks any remaining estate planning homework, and prepares NOW, for less stress LATER! https://lnkd.in/gA2My7c9

Great resources for self, family, clients...at half off already low prices!

Black Friday & Cyber Monday Deals Are Starting NOW! ?? Why wait? We're giving you early access to our biggest savings of the year! ?? Starting today, enjoy 50% off all our financial resources, courses, and tools. ? Checklists for every life stage ? Bundles to simplify your financial journey ? Tools to help you start 2025 with confidence Use code CyberMonday24 at checkout and get a head start on organizing your financial future. Don’t wait—start saving and planning today! #CyberMondayDeals #FinancialWellness https://lnkd.in/eyFuH6W3

Do you need help getting financially organized this holiday season or in the new year? Maybe you need a Life Events Money Bundle!

Life can feel upside down when we find ourselves stepping in to support parents or grandparents who once took care of us. When roles shift, especially in handling sensitive areas like health and finances, the conversation often gets challenging. And when the topic of money is involved, things can feel even more complicated. Taking that first step to help an aging loved one with their finances is never easy, but it’s an important step for their well-being. Cameron Huddleston has some great first-hand advice! https://lnkd.in/eQVCntiz

Financial organization can bring peace of mind and clarity to your life. By keeping your finances organized, you can easily track spending, budget effectively, and prepare for future expenses. Take a moment to appreciate the benefits of being organized: reduced stress, improved decision-making, and the ability to reach your goals faster! This week, set aside time to declutter your financial documents or review your budget. How do you stay organized?

The holiday season can be joyful, but it can also put a strain on your wallet if you're not careful. Here are some budgeting tips to help you manage your spending: 1. Create a Holiday Spending Plan: List all potential expenses—gifts, travel, meals, and decorations. 2. Set a Gift Budget: Decide how much you can spend on each person, and stick to it! 3. Plan Thanksgiving Expenses: Estimate the cost of groceries and any travel you'll need for the feast. Consider potluck-style gatherings to share costs! 4. Track Your Spending: Use budgeting apps or a simple spreadsheet to keep tabs on your expenses. Check out this one ??https://lnkd.in/eV_pUYnB By planning ahead, you can enjoy the season without financial stress!

Since we are focused on being grateful this month, let's not overlook the financial achievements we have made this year. Take a moment today to reflect on and appreciate the small wins! Whether it’s sticking to your spending plan, paying off a debt, or saving for a future goal, every step counts! Gratitude for these moments not only boosts your financial confidence but also motivates you to keep going.

Travel Smart This Holiday Season Holiday travel doesn't have to break the bank. Here are some tips to budget for your Thanksgiving and winter holiday trips: 1. Book Early: Flight and accommodation prices tend to rise as the holidays approach. Lock in the best rates by booking early! 2. Set a Travel Budget: Consider all costs: transportation, lodging, meals, and activities. Allocate specific amounts for each category. 3. Use Rewards Points: If you have any travel rewards points or miles, now’s the time to use them to save money! 4. Be Flexible with Dates: If you can, adjust your travel dates to avoid peak pricing—flying on less popular days can save you a lot! With a little planning, you can travel smart, save money and create wonderful holiday memories!

Are you and your family financially prepared for a major, unexpected life event? As we wrap up Estate Planning Awareness Month, we're excited to offer 50% off our Estate Planning for Everyone Money Checklist Bundle—your ultimate tool for putting your financial house in order NOW so you and your loved ones have less to worry about LATER. Our Estate Planning for Everyone Bundle includes 27 essential checklists and money tools designed to help you navigate estate planning and other financial situations that arise throughout life. Inside, you’ll find resources like the Estate Plan Location Sheet, Power of Attorney Checklist, Writing a Will Worksheet, My Net Worth Overview, and so much more! Don't wait—take control of your financial future and close out Estate Planning Awareness Month on a high note. https://lnkd.in/e_FhFyap #EstatePlanningAwarenessMonth #EstatePlanning