Centura Wealth Advisory的动态

Wealth preservation isn’t just about earning more—it’s about being smart with what you already have. When it comes to trusts, choosing between a grantor and a non-grantor trust can make all the difference, especially with tax laws changing soon. If you want to know how to protect your wealth from state taxes or avoid potential future tax hits, we’ve got answers. Kyle Malmstrom and Adam Buchwalter break down how these trusts work and why it’s important to act now before opportunities close, here: https://bit.ly/3Cnclu1 #LiveLifeLiberated #LiberatedWealth #Podcast #GrantorTrusts #TaxStrategy #EstatePlanning #WealthPreservation #FinancialClarity

Talking with your aging parents about their financial future can feel challenging and overwhelming. Having the tools to make it more productive and foster connection can be invaluable. On this episode of If Money Were Easy, Mary Beth Storjohann and Neela Hummel share the best ways to approach this delicate subject, and the tips to avoid conflict. https://lnkd.in/eh7AXdMh

Feeling lost with your finances? You're not alone. A shocking 25% of Americans say they have no one to turn to for reliable money advice. This lack of financial guidance can hold people back from reaching their goals. Whether it's saving for a house, paying off debt, or building a secure future, having sound financial knowledge is key. ?? But where do you start if you don't have that trusted person to ask? ?? Here are some options: ?? Online resources: Reputable websites and blogs offer tons of free financial education. ???? Books and podcasts: Learn about budgeting, investing, and personal finance at your own pace. ?? Financial Advisors: Get personalized guidance tailored to your unique situation. Don't struggle with money matters alone! Let's break down those barriers to financial knowledge. ?? Need help getting started? Schedule a free consultation with us! https://lnkd.in/g42eSidd #FinancialLiteracy #FinancialAdvice #MoneyHelp #FinancialWellness #MoneyTips #Budgeting #Investing101 #DebtFreeJourney #FinancialFreedom #GetHelp

Parenting and Money: Raising Financially Savvy Kids! ?? Learn the money lessons we pass on to our kids, whether we realize it or not! From teaching basic budgeting skills to modeling healthy financial habits, discover how to set your children up for a lifetime of financial confidence and independence. Curious how to talk money with your kids without overwhelming them? Or wondering which money habits they might be picking up from you? Tune in to hear real tips and talk about shaping a strong financial foundation for the next generation! ?? Tune in here --> https://buff.ly/3NQRgdZ

Monday - Foundations:?? This Financial Literacy Week, let's build a strong foundation! Share your top money management tip in the comments. Let's build together! #financialliteracy #finacialliteracyweek2024 #zcaseba #foundations

If you’ve ever wanted to understand your personal finances better, you won’t want to miss this episode! ?? We were joined by Abigail Foster, ACA, an ACA Chartered Accountant, One Young World Ambassador and the Founder of Elent, to talk about financial education ?? We touched on topics like teaching children about money and building your own emergency fund! ?? Listen to this episode, hosted by Robert Hanna Hanna, at the link in our bio!?? ??? Powered by Clio - Cloud-Based Legal Technology

A fresh new month to continue planting seeds of financial literacy with our families. As we step into November, let’s focus on creating intentional moments to talk about money, budgeting, and gratitude for what we have. Whether it’s learning something new or sharing small financial lessons with our children, each step brings us closer to empowering the next generation. What money goals are you setting this month? #welcomenovember #growingthemoneytree #moneyforkids #financialadvice #financesforkids #teachkidsmoney #financialliteracyforkids #moneylessons #financialplanning #investingforbeginners #financetips #investingforkids

“It is not what you say, but how you say it.” -Albert Mehrabian Changing your approach with how you answer your kids financial questions is one of the key components in raising money smart kids. Instead of this, say that: We can’t do x, we have to pay off debt?????We have other goals right now. We can’t afford that??? We’re choosing to prioritize other financial items. You kids will keep us broke!??? Say anything else. This topic, and many others, were answered in our latest seminar, “Raising Money Smart Kids”, presented by Kristen Ricupero. If you found this video helpful and want to learn more about relevant topics in your personal and financial life, please join us in our next monthly seminar on MediCare! Link to register is below: https://lnkd.in/eiWKfmyd #BeratungAdvisors #RaisingMoneySmartKids #FinancialPlanning

Empower your kids with the gift of financial literacy! ????? ? It's never too early to start teaching them about money and the importance of saving, budgeting, and smart spending.? ? By making finances a regular topic of conversation, you’re giving your children the confidence and skills they need to navigate their financial futures. From understanding the difference between needs and wanting to budget for that dream toy, every lesson counts!? ? Let's break the cycle of silence and prepare the next generation for financial success. Click the link below to read more about this topic! ???? https://lnkd.in/gYhHzf6F #gdswealthmanagement #flowermoundtx #blog #financialliteracy #smartmoneyskills?

Celebrating Grandparent's Day, Sunday, September 8th, with a focus on Financial Literacy! Grandparents are the foundation of many families, passing down wisdom, traditions, and values. This Grandparent's Day, consider the valuable financial lessons to share. Let's connect for children's book recommendations! Do you have any that you would recommend? #GrandparentsDay #Grandparents #FinancialLiteracy #GenerationalWealth #Finance #FinancialEducation #RoZelFinancial