financial legacy

What Financial Legacy Are You Leaving? Part II

What Financial Legacy Are You Leaving?  Part II

We began this two-part series with What Financial Legacy Are You Leaving? Part I.  We shared that leaving a financial legacy is more than just leaving money to heirs.  We talked about enriching a financial legacy with financial education, integrity, stewardship, end of life preparation, retiring debts, and generosity. 

We covered the first three topics, financial education, integrity, and stewardship and we are continuing with end of life preparation, retiring debts, and generosity in this post.

What Financial Legacy Are You Leaving? Part I

What Financial Legacy Are You Leaving?  Part I

Many people do not think about the financial legacy they are leaving to the generations following them.  If they do, it is usually not until they are nearing or in their retirement years. The topic is not common in conversations for obvious reasons.  Can you imagine how a conversation might go especially for those who haven’t given the topic any thought?  It could be rather uncomfortable.