Gerald O'Connor’s Post

How do you plan to leave your legacy? Trusts can be a valuable tool for ensuring continuity in achieving the financial objectives you envision for your family, your wholly owned business and philanthropic legacy for years and even generations to come. Learn the differences here.

How do you plan to leave your legacy? Trusts can be a valuable tool for ensuring continuity in achieving the financial objectives you envision for your family, your wholly owned business and philanthropic legacy for years and even generations to come. Learn the differences here.

Your legacy is more than what you leave behind—it’s the impact you create for the generations to come. Thoughtful legacy planning ensures your hard work supports the people and causes you care about most, especially your children. Here’s how you can start giving back to the kids: - Establish a financial plan that secures their future while teaching them the value of stewardship. - Set up trusts or other vehicles to protect and transfer wealth efficiently. - Give back now—whether through education, life lessons, or charitable contributions in their name. Legacy planning isn’t just about finances; it’s about creating a meaningful path for those who follow. 🔗 Check out our webinar on Building Generational Wealth: Strategies for Your Financial Legacy #LegacyPlanning #GenerationalWealth #GivingBack #PlanForTheFuture Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Leaving a Legacy: By Chance or by Choice In both life and financial planning, our legacy can be shaped by chance or choice. Legacy by Chance Without clear planning, our financial legacy might not reflect our true intentions. This can lead to unprepared loved ones and missed opportunities. Legacy by Choice Choosing your legacy means making deliberate decisions that align with your values. It’s about proactive estate planning, strategic charitable giving, and clear communication with loved ones. Start the Conversation • Define Your Goals: What do you want your financial legacy to achieve? • Communicate: Share your wishes and plans with family and advisers. • Plan Proactively: Work with professionals to align your financial decisions with your values. Let’s ensure our financial legacies are not left to chance but are a testament to our purpose and aspirations. See thrivent.com/social for important disclosures.

Day 4: As we move forward in our "Five Ps to Flourishing Financially," Day 4 brings us to Preservation. This principle is about more than just maintaining our current wealth; it's about ensuring its growth and sustainability for future generations. Preservation involves strategic planning to safeguard our assets from erosion over time, whether through inflation, taxes, or economic downturns. It's about creating a legacy that not only benefits us but also the generations that follow. Whether it's for family, philanthropy, or personal fulfillment, the goal is to ensure that our wealth remains a force for good long into the future. As we explore the intricacies of Preservation, I'm dedicated to spreading this message far and wide, offering my insights to help others secure their financial legacies. The Mamma Rita Money community is also invited to take advantage of a complimentary consultation, ensuring that every member has the tools they need to preserve their wealth effectively. #mammaritamoney #ritaboccuzzi #financialempowerment #loveyourmoneyanditwillloveyou

Day 4: As we move forward in our "Five Ps to Flourishing Financially," Day 4 brings us to Preservation. This principle is about more than just maintaining our current wealth; it's about ensuring its growth and sustainability for future generations. Preservation involves strategic planning to safeguard our assets from erosion over time, whether through inflation, taxes, or economic downturns. It's about creating a legacy that not only benefits us but also the generations that follow. Whether it's for family, philanthropy, or personal fulfillment, the goal is to ensure that our wealth remains a force for good long into the future. As we explore the intricacies of Preservation, I'm dedicated to spreading this message far and wide, offering my insights to help others secure their financial legacies. The Mamma Rita Money community is also invited to take advantage of a complimentary consultation, ensuring that every member has the tools they need to preserve their wealth effectively. #mammaritamoney #ritaboccuzzi #financialempowerment #loveyourmoneyanditwillloveyou

Day 4: As we move forward in our "Five Ps to Flourishing Financially," Day 4 brings us to Preservation. This principle is about more than just maintaining our current wealth; it's about ensuring its growth and sustainability for future generations. Preservation involves strategic planning to safeguard our assets from erosion over time, whether through inflation, taxes, or economic downturns. It's about creating a legacy that not only benefits us but also the generations that follow. Whether it's for family, philanthropy, or personal fulfillment, the goal is to ensure that our wealth remains a force for good long into the future. As we explore the intricacies of Preservation, I'm dedicated to spreading this message far and wide, offering my insights to help others secure their financial legacies. The Mamma Rita Money community is also invited to take advantage of a complimentary consultation, ensuring that every member has the tools they need to preserve their wealth effectively. #mammaritamoney #ritaboccuzzi #financialempowerment #loveyourmoneyanditwillloveyou

Are you financially prepared for your family’s future? In this week’s Fund Fact Friday, we uncover the real cost of raising kids and share simple, actionable steps to protect your family from financial stress. Learn how to budget smarter, build an emergency fund, and secure adequate insurance to shield your loved ones from unexpected hardships. Start planning today—because failing to plan is planning to fail. Watch the full video on YouTube (Link in Bio) now and take the first step toward financial peace of mind! #fundfactfriday #familyfinance #debtfreeliving #investsmart #planforthefuture #emergencyfund #financialindependence

New Financial Year's resolutions are becoming increasingly popular. We are often busiest taking enquiries from people looking for a new financial adviser at the start of the year and at the start of the new financial year. It's still July so, if 'New Financial Year, New Me' is your current mantra, it's not too late! Your specific goals and objectives form the basis of any advice we provide to our clients. If you need help identifying what's important to you, here are some tips on establishing a legacy from one of our Senior Financial Advisers, Bec Scarrabelotti, CFPⓇ, who helps clients navigate more than investments at Morgans in Milton. Morgans Financial Limited Morgans Milton, Springfield and Townsville https://lnkd.in/g85qgbDr

Advisors are profound agents of help as long as they are fiduciaries. Meaning that they have a responsibility to act in their clients best interest. When one has an advisor that is not a fiduciary, one can end up in a tragic situation like this one. Bottom line up from consult #advisorcheck. Work with a company that is a fiduciary. Increase financial literacy. #fiduciary #financialadvisor #moneymatters #financialliteracy #legacy #itsyourmoney