Part 1 of a 6 on common questions regarding Wills:
WHO SHOULD YOU NAME IN YOUR WILL?
Most people include their spouse, children, and certain extended family members in their will.
But it's important to think carefully about who will be hurt if you leave them out — you don’t want your legacy to be one of unintended family drama.
In addition, you may decide to leave assets to certain charities or other organizations that matter to you.
Cary Green
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Financial Planner | Chief Executive Officer | Co-Founder of Green Era Financial | Posts ≠ Advice
Cary is a financial planner, CEO, and co-founder of Green Era Financial. Born in South Africa, his family moved to the US when he was just four years old. His dad, who was a pro golfer and golf instructor, had a successful career - until 2008 hit. Just getting started as an adult, Cary witnessed firsthand the impact the Great Recession had on his father's finances, bringing him to the brink of ban
Finance tip:
Most business owners (with multiple founders)
Do not have buy-sell agreements set up
Let alone funded ones
This is a huge risk
If one passes away, their spouse or family gets their ownership and that role
Most do not want this...
Plan ahead so you do not have to deal with these issues
Finance tip:
Walk through your house and take a video of everything you own.
Say out loud what you own and the cost (if you remember).
10x easier than creating a list and will help you in the claims process if you ever need to use your homeowners/renters insurance.
11/27/2023
The first step to figuring out what your expenses will be in retirement - isolating what you want your retirement to look like.
Clip from our recent youtube video titled "How to figure out what your expenses should be in retirement"
Full video here: https://youtu.be/GlMGHeywrpQ
11/20/2023
Breaking down the basics of income brackets for contributions toward your Social Security benefit.
Clip from our most recent YouTube video "4 Simple Ways to Increase Your Social Security Benefit", which you can watch here: https://youtu.be/GJVfVFjyiQY
11/16/2023
A big red flag 🚩🚩🚩 to look out for when considering a financial advisor!
Excerpt from our newest YouTube video "When should you hire a financial advisor?"
Here's the link for the full video: https://youtu.be/fPHWfOeuKMA
11/15/2023
Looking at selling your business? Here's when you should hire a financial advisor, and tax attorney, to help you get things set up to save the most you can on taxes.
Excerpt from our newest YouTube vid titled "When should you hire a financial advisor?"
Here's the link for the full vid: https://youtu.be/fPHWfOeuKMA
11/14/2023
Don't wait until the last minute to start getting your finances in order!
Excerpt from our newest YouTube video on "When should you hire a financial advisor?"
Here's the link for the full vid: https://youtu.be/fPHWfOeuKMA
11/13/2023
When should you hire a financial advisor? Here's a quick excerpt from the full video available now on our new YouTube channel!
Link to the full video: https://youtu.be/fPHWfOeuKMA
Most people know they need to save or invest.
Most people know they need to plan.
But they don't know how.
That's where the value of an advisor comes in.
10/12/2023
Our current wealth management services and pricing.
Reach out if you're looking to level-up your financial planning, reduce lifetime taxes, and secure your retirement and wealth.
Ways to know you need to make some changes financially:
Your monthly car payment is more than you invest
You have less than 1 month of expenses saved for emergencies
The amount of bad debt you have keeps going up
You have no idea on average how much you spend per month
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Website
https://www.greenerafinancial.com/, https://linktr.ee/carygreen
Address
Clearwater, FL
33755