MAVCO Financial

Despite a powerful Q2, individuals are hesitant.

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.

This summer, Chris was able to volunteer again at the annual Rally Fore A Cure golf outing. Just the “Rally Boys” alone raised $4,790 this year - all of which is going to breast cancer research and Project Pink'd.

What an incredible event!

Money wisdom from Ben Franklin!

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank questions!

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.

Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop.

Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.

We all have goals and dreams and things we’d like to pursue. But how can your financial professional be of any help if they don’t know what they are?

There is no love like a mother's love. Wishing all mothers a relaxing and beautiful Mother's Day. Enjoy your time celebrating!