Return to Blog

Building a Legacy Beyond Just Financial Wealth

When you are building a legacy plan, it is important to understand your legacy is not just about your financial legacy. You should also focus on passing down family history, work ethic, and community outreach goals to the next generation. This will allow the next generation to learn more about your family’s value system so they can make better life decisions in the future.

Casey Smith also recommends reading Hero on a Mission: A Path to a Meaningful Life by Donald Miller. This book explains the importance of setting up a value system for yourself. In Miller’s book, he explains that he starts the day by writing his obituary, which helps him understand his end goal and what is most important to him. Reading this book could help you think through the best way to lead a meaningful life and leave a legacy you can be proud of.

Have more questions? Contact Us

Casey Smith
President, Wiser Wealth Management

Click here to schedule a consultation with one of our financial planners.

Download our free guide: "7 Steps to Leave a Financial Legacy"

Listen to Our Podcast:

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

It is important to always have contingent beneficiaries on of your retirement accounts. Watch this video to learn why.

https://conta.cc/3btkCja #retirementplanning #contingentbeneficiary #beneficiary

It is important to utilize a CPA when crafting a legacy plan. Watch this video to learn why.

https://conta.cc/3Q3YL0d #cpa #taxes #financialadvisor

You've spent your lifetime working hard to build your wealth, and you may be nervous about how the next generation will handle that wealth. Here's how a financial advisor can help throughout the legacy planning process.

https://conta.cc/3PO0Ehu #legacy #financialplanner

Are you wanting to leave a legacy for the next generation? If so, this legacy doesn't have to be just financial, you can also strive to pass down family history, work ethic, and community outreach goals.

https://conta.cc/3PrLwWT #legacy #financiallegacy #leavealegacy

You may be wondering, what exactly is legacy planning and and how does it differ from estate planning? Watch today's video to find out!

https://conta.cc/3Ro9MLs #legacyplanning #legacy #estateplanning
https://youtu.be/ATl4giGSh-A#legacyplanning

Company

Services

Client Access

Firm Information

Schedule a Meeting
678-905-4450[email protected]
Google Rating
5.0
Based on 72 reviews
js_loader