Share the Love
Roses. Chocolates. Red Hearts. Tis the season that is celebrating love.
What if we looked beyond the cards and special dinners of Valentine’s Day? Consider the other ways to show your love. I have just the gift for you; Something lasting and meaningful.
Here is how this CFP wants you to demonstrate your love this month:
1. Have a Well Done Estate Plan.
What does that mean? You have created a legal plan. One that is written down and documented to cover the realities of life from illness to death. Not because you are sick or dying or some kind of pessimist but because you want your wishes followed through and desire ease of transition for those left behind. Create Peace of Mind, sign an estate plan.
2. Have Cash to Offset Stress of Life Events.
No matter who you are or where you live, life throws curve balls sometimes. Financial curve balls usually coincide with life events which are unexpected. Building a cash account just to sustain you and your loved ones during such times is loving for yourself. This money cushion is registering the reality of self-love. Knowing that whatever happens, you will not encounter added financial stress. Promote calm, have cash.
3. Review Your Investments Every year.
Investments all too often are left to the set it and forget it approach. In our busy lives, we figure if it has been working for the past decade there is no reason to mess with a good thing. However, in that decade, our lives have changed. We need to make sure our investments are appropriately invested for our age and goals. They change and so should our investments. Rather than leave it in the professional hands alone, be sure to check in at least annually to align your investments with who you are today.
Live in the present, check-in with your investments accordingly.
Yes, the above steps are harder to do than stopping at a store. The flipside of those glossy cards is true care which inspires action. The time and energy involved focus on something long-lasting and deeper like your love.
Life changes. When you are prepared, your life can weather any movements in life or the stock market.
Time well spent is time on yourself and your financial life. The above will help you, which leads to helping your loved ones. You will be planning for your financial well-being and that of your loved one for the long-term.
Peace of mind and heart will radiate love for yourself and expand to others. The kind of demonstration of love that lasts long after the chocolates are gone.
Go ahead do the visual expressions of love. Buy the flowers. Sign a card. And make the grand gesture of loving gratitude to your loved ones.