First Children's Finance的动态

Preserving family wealth is more than passing assets—it’s about protecting a legacy. At StableRock Collective, we offer tailored solutions to navigate the complexities of wealth transfer. What’s your biggest concern? Let’s safeguard your legacy: https://lnkd.in/gweiB5Rg #LegacyProtection #WealthTransfer #StableRockCollective #FamilyWealth

Preserving family wealth is more than passing assets—it’s about protecting a legacy. At StableRock Collective, we offer tailored solutions to navigate the complexities of wealth transfer. What’s your biggest concern? Let’s safeguard your legacy: https://lnkd.in/eAbDgKXf #LegacyProtection #WealthTransfer #StableRockCollective #FamilyWealth

? Four years ago, in March 2020 amid the growing crisis of covid, we experienced revenue losses to plan of $3 million, followed by a revenue loss of $7 million to plan in April 2020.?And another $10 million in revenue losses to plan thru the end of our fiscal year in Sept 2020.?A total of $20 million in revenue losses to plan in our fiscal year ended Sept 2020.?And as a large non profit, we were not eligible for PPP funding in assistance to weather this crisis. ? We endeavored and succeeded in getting an essential business designation (the first for a thrift in Colorado, and perhaps the first or certainly among the first in the country to do so).?This despite the fact we were selling used donations in an era of uncertainty of the phenomenon of potential surface to surface infection of the virus, which we learned much later did not really occur given the virus was an airborne infection. ? All of our stores were closed to customers on March 25, 2020, and when we re-opened in May 2020 we did so with a lot of restrictions and safety precautions:?customer counting (only a limited number of customers were permitted in stores), mandated masks for employees and customers, gloves for employees, shields at registers, one way aisles in stores, constant wipe downs of store surfaces, spacing requirements for customers and employees (6’ apart), etc. ? In May 2020 we only did half our revenue plan, and rebuilt sales thru the end of our fiscal year.?Customers sometimes abused employees and managers for compliance with mask requirements mandated by the state.?Sometimes this abuse was pretty serious.?We had daily management team meetings through the crisis, often times that were quite emotional.?And I remember early on in March and April of that year oftentimes being the only car on the road on I-25 to 6th Ave to Simms to get to the office, an erie feeling. ? Many of our employees worried about their families and co-employees.? ? Like the original turnaround in ‘05/’06 when the company was on the brink of failure, the goal was to lead in a positive manner, with confidence that the company would survive in the face of great uncertainty.?We did survive, and regained our success in ’21 and beyond.?At our board chair's suggestion, we wrote a whitepaper on how the company survived covid: https://lnkd.in/gaSDwejf ?

Get your trust fund rolling—because wealth doesn’t wait for elections! Just look at Sam Walton, the Walmart founder who started with nothing but vision and grit. As young folks say, he “got it out the mud!” Here’s the real game-changer: Walmart’s ownership structure hinges on trusts and holding companies, allowing the Walton family to control a massive stake, plan estates, and even power philanthropy. Walton Enterprises, LLC alone holds about 37.2% of Walmart’s shares as of December 2022. And in 2015, the family created the Walton Family Holdings Trust, adding another layer of protection and management for their wealth. But it doesn’t stop there—individual Waltons like John T. Walton, even after his passing, have estate trusts holding significant shares of Walmart, securing legacies for future generations. What about you? Both presidential candidates have their trusts in place; I have mine—so what’s holding you back? It doesn’t take millions to start securing your future. Let me help you! #TheContractDoctor #Book30For30 #LetMeHelpYou #Text443.625.9313

Exciting times here at DDP! We are thrilled to have expanded into these four new markets! Learn more about how we are helping banks and financial institutions execute growth and compete in their markets. #ddplendingleads

?? Avoiding the “Shirtsleeves to Shirtsleeves” Phenomenon ?? In the world of wealth, there’s an old saying: “From shirtsleeves to shirtsleeves in three generations.” It reflects the unfortunate trend where family wealth often dissipates by the third generation. But fear not! As a Certified Financial Planner (CFP?), I’m here to help you break this cycle and create a lasting legacy: Start Early: Begin planning now, even if you’re in the first generation. Lay the groundwork for future success. Education: Educate your heirs about financial literacy, values, and responsible stewardship. Knowledge is power. Open Communication: Talk openly about wealth, expectations, and family goals. Transparency fosters unity. Professional Guidance: Work with a CFP? to create a comprehensive plan. Tailor it to your family’s unique needs. Estate Planning: Craft a solid estate plan that considers taxes, trusts, and charitable giving. Wealth Transfer: Strategically transfer wealth across generations. Avoid sudden windfalls or unprepared heirs. Remember, your legacy isn’t just about dollars—it’s about impact. Let’s build a bridge from one generation to the next! ???? #LegacyPlanning #FinancialWisdom Reach out if I can help at #843.438.8039 or visit www.thrivepws.com.

Today, we’re sharing a special message from Lauren Maxie, one of our amazing Attorneys & Partners. ?? Lauren’s gratitude really reflects what makes our work at NC Planning so meaningful: the trust our clients place in us to guide them through some of life’s biggest moments. Whether it’s helping families plan for the future or supporting business owners as they secure their legacies, it’s a true privilege to be part of your story. #ThankfulHearts #SeasonOfThanks #NCPlanning #EstatePlanning #BusinessPlanning

In our recent interview with Adonica Randall of @Abaxent, we asked how her company has impacted the community and minority groups. Our leasing partners over at Abaxent know that smaller companies and minority groups may struggle to get started, which is where our partnership comes into play. Discover how we can help: https://hubs.la/Q02sXzMc0

Did you know 7/10 people have not finalised a viable will? In the wake of announcing our new offshoot, MC Private Solutions, Jon Scammell and John Heavens provide further insight into one of our new services. They discuss how detrimental this can be in regards to the dilution of familial wealth, and explain how important estate planning is to ensuring assets pass down the family blood line.?