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Don't Leave A Legacy Behind, Celebrate Your Life

Our mission at Legacy Shifters is to be your best source of financial foundation we create through a lifetime of work and accomplishments. We want to make sure our families are secure and protected financially.

February 12, 2018

How to Plan for Unpleasant and Unexpected Life Events

Do you have a plan in place in case of an unexpected and catastrophic life event?

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Today, we want to cover a few points on the subject of creating a long-term life plan and setting goals.

As an introduction to this topic, Kris has a story to share. A while back, Kris’ mother approached her with tears in her eyes and a paper in-hand, saying that this paper might be something Kris should share with her friends and clients. 

When Kris looked closer, she realized the paper was a bill from Stanford Hospital for five days of chemo. The amount? $90,000. 

At that time, Kris’ mother was having chemo five days per month for a year. That being said, $1 million truly isn’t as much money as people think. Life happens, and there are some things you can never plan for. Even my father, who was a master planner, had never prepared for this kind of situation.

My mother had cancer for 10 years, and she and my father went through a lot of money out-of-pocket. They, like many people, didn’t fully understand the laws and insurance policies surrounding care for these kinds of illnesses. 

Sometimes, we put way too much emotion into our plans.

This is a very serious, difficult subject. Conversations about long-term life plans aren’t always easy, but over the years I’ve learned how to make it lighter than it could be. 

Every person around you who is important to your life needs to know and understand your plans and goals. How are you going to produce the kind of income you need for a secure future? How will you not spend your estate in a catastrophic situation? 

These days, there are a lot of things that can happen to us at any given moment. So, you need to have a 911 plan.

The fact that these touchy subjects are difficult to think and talk about often prevents us from forming these plans. The honest truth is that, while we don’t want to talk about it, death is a part of life. Sometimes, we put way too much emotion into our plans. 

At Legacy Shifters, we have a financial fitness strategy session you can sign up for for free. Visit www.LegacyShifters.com and reach out to us so that we can have a talk about your future.

If you have any other questions or would like more information, feel free to give us a call or send us an email. We look forward to hearing from you soon.

January 19, 2018

How to Set Your Children up for a Successful Future

It’s never too soon or too late to take charge of your financial future. Today, we’d like to share some information on how to start.

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We’ve been working with families and people for years now. One thing we’ve consistently seen in that time is that parents wait, hope, and pray that their youth get an education centered around money. 

But why are we waiting? You can begin to teach your children positive habits at any time.

Though, if you don’t understand what you should be doing yourself, it may be difficult to know how you should teach those skills to your children. 

Even if you find yourself in this position, we can help. One of the first things we recommend is to simply talk about the concept of retiring with your youth. When we think about our financial future, many of us might start to wonder when our own children will be thinking about this topic. 

If you are of retirement age right now and you have knowledge to share about financial security, why not pass it on to the youth in your family? 

Kris wrote her book “Ready for Pretirement” to help people understand and prepare for their financial future. Using the information in this book, she has helped so many people live their most fabulous futures. 

If you would like to continue the conversation with us about these skills and this knowledge, join our Shift membership.

One key thing to remember is that it’s never too early to start planning and start saving. Even if you encourage your children to save just $100 a month toward retirement, every little bit counts. You would be amazed to see how these habits can create income you will never outlive.

The concept of saving money is basic knowledge. The difference in what we share with people is personal development. Though people know they should save, they often don’t. In Tia’s book “Living on Purpose With a Purpose,” she encourages people to overcome fear and old habits in order to live their life with intention. 

If you would like to continue the conversation with us about these skills and this knowledge, join our Shift membership. The Legacy Shifters membership program is just $39.99 per year and offers an incredible value to its members. With this membership, you’ll receive guidance on your financial future, copies of both of our books, and much more.

You can find more information at www.LegacyShifters.com.

If you have any other questions or would like more information, feel free to give us a call or send us an email. We look forward to hearing from you soon.

January 8, 2018

It's Never Too Early to Start Planning for Retirement

Procrastination causes a lot of issues when it comes to planning for our futures. Today we’re here to tell you to stop waiting and start planning, now.

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Procrastination is the biggest issue we’ve seen in our practice over the years. This is one factor that gets everyone in trouble. 

This is what inspired Kris to write her No. 1 bestselling book: “Ready for Pretirement: 3 Secrets for Safe Money and a Fabulous Future.” 

“Pretirement” means planning your retirement early. By early, we mean now. Don’t wait. Do it now. Often, we like to wait on things because we don’t think about our future. We aren’t thinking about what we might need a decade or two decades in the future. 

We tell ourselves we’ll get in control of things next week or even next year. We simply put things off. But, we aren’t here to judge. No one can blame you for acting this way since no one told you that you could literally set yourself up with income you can never outlive.

Don’t wait. Do it now.

But if you want to achieve this, you have to take time to learn it. It doesn’t matter what age you are, you can get started anytime. You don’t have to be at retirement age to start planning for retirement. 

Procrastination comes from uncertainty. Thankfully, we can help you get rid of this uncertainty. Go to www.LegacyShifters.com so we can set you up with a free financial strategy session.

If you have any other questions or would like more information, feel free to give us a call or send us an email. We look forward to hearing from you soon.