The 611 Group Wealth Advisors

09/10/2026

Most people think legacy planning is for the wealthy or the very old. It's not.

If you love someone and you have assets, you already have a legacy whether you planned it or not. The question isn't whether you'll leave something behind — it's whether you made any decisions about it or whether you're leaving those decisions to someone else.

Legacy planning isn't about death. It's about making things as easy and as clear as possible for the people you love.

Read Part 1 of The Legacy Conversation series here:

Most people think legacy planning is for the rich or the elderly. It's not. If you love someone and you have assets, here's what you need to know.

07/10/2026

Here's a question I ask clients more than almost any other this time of year: if something happened to you tomorrow, would the people you love know what to do?

Not in a morbid way — in a practical one. Would they know where things are? Who to call? What your wishes are? For most people the honest answer is probably not fully. That's not a failure. It's just something worth fixing.

October, with the holidays coming and family on everyone's mind, is actually a really good time to think about it. We're talking about exactly this all month.

06/10/2026

Most people think legacy planning is for the wealthy or the very old. It's not.

If you love someone and you have assets, you already have a legacy whether you planned it or not.

The question isn't whether you'll leave something behind — it's whether you made any decisions about it. Legacy planning isn't about death. It's about making things as easy and as clear as possible for the people you love.

A lot of people assume it's something they'll get to later, when they have more money or when they're older. But later has a way of arriving before anyone is ready.

02/10/2026

It's the first Friday of October and that means it's time for a little Sunshine for the Soul!

This month: a six-word story, a fall quote worth sitting with, and a simple caramel apple recipe to make at home this weekend.

Sometimes the best thing you can do is slow down, enjoy the season, and get a little sticky-fingered in the kitchen.

Read it here and enjoy your weekend:

A short story, a quote, and a simple fall activity from The 611 Group. This month, make caramel apples and savor the season.

02/10/2026

Happy October! This Sunshine for the Soul is all about sticky fingers and sweet fall memories. Grab some apples and give the caramel apple recipe a try!

01/10/2026

Willie and Hannah Schuette are excited for Day 2 of USA Financial’s Chain of Secrets Conference!

Just heard from Kyle Scheele and looking forward to hearing from Andy Buckley after lunch!

Can’t wait to learn new things and bring fresh and crazy ideas back to the office!!

29/09/2026

September is almost over.

Which means the rush is officially here.

Medicare open enrollment opens in two weeks. The holidays are closer than they feel. And the tax planning window for the year is down to its last 90 days.

If you've been meaning to sit down and look at your finances before the year closes out, now is the time. Not next month. Now.

We spent all of September talking about exactly this. If you missed any of it, the blog is a good place to start.

Practical retirement planning insights from Willie Schuette and The 611 Group. Real answers on income, Social Security, spending, and the life you actually want to live.

25/09/2026

Every January Willie hears the same thing from clients.

"We definitely overdid it this year."

And it almost never comes from people who lacked discipline. It comes from people who went into the holiday season without a number in mind.

Willie's advice: have a budget, have something in mind prior to October, so that every gift and every trip you take feels like a choice you made rather than something that happened to you.

That's the difference between holiday generosity and January regret.

Read the final post in our Before the Rush series here:

Holiday spending hits differently in retirement. Here's how to give generously this season without the financial regret that follows in January.

24/09/2026

CLEVELAND, WE SAW YOU 🚌😂

Rolled through the city on the Funny Bus with some of our favorite people and laughed the entire way. Local history, city views, and jokes we're still quoting days later.

If you were there, you know. If you weren't, well, you'll just have to wonder what you missed 👀

23/09/2026

🚗 Ever walk out of a restaurant, airport, or concert and think… “Where did I park?”

Let Google Maps remember for you!

📍 When you park:
1️⃣ Open Google Maps
2️⃣ Tap the blue dot showing your location
3️⃣ Tap Save parking

When it's time to leave, open Google Maps and find your saved parking spot.

Such a simple trick — but a VERY handy one! 📱