Love Financial Group

You may know Paul Love as the founder of Love Financial Group. But how much do you know about the journey that brought him here?

In our latest episode of our web series, we step away from the numbers and get to know the person behind the firm.

Paul shares the story of his career, what led him to create Love Financial Group, the experiences that shaped his philosophy, and the values that continue to guide the firm today.

Because at the end of the day, financial planning has never been just about numbers for Paul. It’s about people, relationships, purpose and helping others navigate some of life’s biggest financial decisions.

Watch now or listen via podcast (link in comments below) and let us know something that surprised you about Paul's story!

Beyond the Numbers: The Story Behind Love Financial Group What does it take to build a financial firm and what keeps you goin...

As we head into September, we’re wrapping up our education planning series with a few resources you won’t want to miss.
If you missed any of last month’s education planning tips, we’ve gathered them all in our latest Beyond the Numbers episode. See comments for link.

And there’s still time to join us for our webinar, Educational Expenses: What Every Family Should Know, on September 9 at Noon, Central.

No matter where you are in the planning process, you’ll walk away with practical information and greater confidence about your options.

Reserve your spot here: https://raymondjames.zoom.us/webinar/register/WN_oqKdOQTlTQuCKMsUXHwz3g #/registration

Welcome! You are invited to join a webinar: College Savings Discussion. After registering, you will receive a confirmation email about joining the webinar. Join Love Financial Group as we discuss different strategies to save for higher education for your child or grandchild.

Interrupting your regularly scheduled programming…

We’ve been talking a lot about back-to-school expenses lately, but there’s another August reminder worth putting on the calendar: Make-a-Will Month.

Last month we launched our Estate Planning episode featuring Bri Holcombe, estate planning attorney to talk about wills, the process and some other questions families should be considering.

While it may not be the most exciting item on your to-do list, having a plan in place can help make things easier for the people you love, especially when it comes to making your wishes known and protecting what you’ve worked hard to build.

Missed the episode? Watch it here https://youtu.be/LYcROy91I0o?si=488xN6k-DhkmCz2V

OR listen to it via our podcast at the link below.

Estate Planning: What You May Not Realize Today we are talking about estate planning and how it might matter ...

And just like that… it’s back to school!

The first day always feels a little bittersweet; excitement for what’s ahead, a few nerves, and a reminder of just how quickly these years go by.

As a mom, I know there’s a lot that comes with a new school year, including the many education expenses that come along the way. It’s also a good reminder that planning for future education costs doesn’t have to mean having it all figured out today.

Sometimes, starting small and staying consistent is the best place to begin.

Wishing all the kids (and parents!) a wonderful school year!

Happy Back-to-School season!

Whether you're sending your little one to kindergarten or dropping off your high school senior, this time of year always brings a mix of excitement (and maybe a few tears!).

What grade is your child starting this year? Tell us below! 👇

Earlier this week, we kicked off the conversation around education planning in our latest Beyond the Numbers episode. We hope you enjoyed it and invite you to continue that conversation with us via our upcoming webinar.

📚 Educational Expenses: What Every Family Should Know
🗓 Wednesday, September 9
🕛 Noon CST

During this session, we'll discuss:
✔️ How 529 plans work and their unique tax advantages
✔️ How to estimate future college costs
✔️ Strategies for saving over time
✔️ What happens if education funds aren't ultimately used for college

No matter where you are in the planning process, you'll walk away with practical information and greater confidence about your options.

👉 Reserve your spot here:
https://raymondjames.zoom.us/webinar/register/WN_oqKdOQTlTQuCKMsUXHwz3g

Catch the link to the full episode or podcast in the comments below.

Welcome! You are invited to join a webinar: College Savings Discussion. After registering, you will receive a confirmation email about joining the webinar. Join Love Financial Group as we discuss different strategies to save for higher education for your child or grandchild.

It's Thursday, and that means it's time for THIS or THAT!

Ready? GO!

Sudoku
OR
Puzzle

What's your perfect relaxing summer afternoon?