My Own Money

Back in the office after LPL Focus 2026 with a slightly longer to-do list than I had before! 😊

This year gave me a lot to think about: creating capacity, continuing to improve our client experience, building a great place to work, and making sure that as technology changes our industry, we never lose the human connection at the heart of what we do.

And Focus wasn't all work! Jesse Cole, founder of the Savannah Bananas, brought plenty of energy, Carrie Underwood put on an incredible show, and I got to experience it all with Kara.

A great few days. A lot to think about. Now, back to work!

E.

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

🌟

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

Anniversaries have a way of making you pause, even when they're just one chapter of a much longer journey.

This week marks five years with LPL Financial and the JFC Advisor Network, and I've found myself reflecting on what has remained constant along the way.

As I looked at the painting in our front office today, I was reminded of the mission that has guided My Own Money from the very beginning. Commissioned to reflect our firm's logo and beautifully brought to life by our talented family friend and artist, Jennifer Thornton Moreman, it serves as a daily reminder of why My Own Money exists.

"To invest and monitor the assets entrusted to me by my clients in the same manner and with the same care and consideration that I would for My Own Money."

I'm grateful for the trust our clients place in me each and every day. It is a privilege to serve you, and I look forward to continuing to earn that trust for years to come.

-E.