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The Heart of Money Matters – Wealth vs. Significance
- By Donald L. Haisman, CFP®
Can you have the best of both worlds? Did you know that investments coupled with charitable intent and those espousing value systems do not necessarily diminish inheritance for heirs?
Over many decades, we have provided opportunities for our clients to discover how to turn wealth into significance. We have used our expertise to direct individuals, families and business owners toward greater clarity regarding their ultimate goals, while sustaining their visions.
We teach that life takes on many changes along its journey. However, after age sixty most people begin to realize numerous transitions of later-life are, in fact, a reality. People look back over their lives to evaluate the true impact of the money they gave, or plan to leave, to their families. Many clients lament that money left to their children and grandchildren does not necessarily leave a “legacy.” They are right. Many want to know how they can leave values, and teaching the importance of character and love, over money for their children, grandchildren and great-grandchildren.
As our affluent clients age, we have observed that they begin to look seriously on their life and legacy. They may not call it their ‘legacy,’ but they are asking us as their professional financial advisors how they can make a difference. How can they turn their accumulated wealth into significance?
We frequently suggest that they begin by reading The Ultimate Gift by Jim Stovall. (See our website at www.HaismanWM.com/Knowledge Center\Recommended Reading for information about this book) Even though it is a novel, it is a heart-moving story that answers a family’s question, “what can be done to intentionally and positively impact the course of our heirs, our very blood lines, forever?”
We then work with our clients we demonstrate that considering investments with charitable intent does not interfere with their family’s security. In fact, financial goals can be met that actually enhance and protect the financial considerations of heirs. We do this while coordinating other objectives, like maximizing their investments, achieving tax savings, and continuing to protect their assets for their heirs as desired.
The result is a discovery of the deeper sense of purpose, and the meaning of life, by raising the awareness of our responsibility to pass values and character, not just wealth, on to the next generation.
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