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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.

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.
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Don’t wait. Do it now.

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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.

December 22, 2017

The Key to Maintaining Strong Personal and Financial Relationships

Relationship accounts are almost as important as financial accounts. Here’s what you need to know about them both.

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We all know relationship accounts can be draining, especially when you’re trying to maintain a personal purpose account at the same time. With relationship accounts, you get emotionally involved, it’s hard to cut people off, and it can really affect your business.

One thing you need to ask yourself is this: Are you all about you or all about others? When you make that shift from focusing on yourself to focusing on others, your energy shifts.
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Relationships are where the true wealth lies.

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What are you depositing into your personal relationships as a business owner? Oftentimes, people give you a pass on relationships when you’re successful. Family members and friends know that you're busy working hard and creating income, and they tend to not bother you. However, we have a responsibility to take some accountability for the types of personal accounts we are depositing our love and energy into. To me, relationships are where the true wealth lies. That’s the real treasure we have at the end of the day. What you do with your relationships will give you the energy to invest in what you have and where you are going. 

If you’re a business owner and can relate to this topic, give us a call or send us an email. We would love the chance to speak with you and look at what you’re doing with your money, your time, and your business so we can help out. Give us a call or send us an email today. We look forward to hearing from you soon.

December 7, 2017

How to Save Now So You Can Spend Later

How are you living your personal life and business life when it comes to money?

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Did you know that as a business owner, there are ways you can set yourself up for an income that you’ll never outlive? It can even be tax-free income!

Setting yourself up with the business you have now will allow you to make money now and take some of that money for your fabulous future. 

Sometimes, when a business is making money, owners don’t stop to think about what budget they pull their money from. When your business is making money and you’re in the flow of the day, it’s easy to spend money from your business budget for something personal. 

People sometimes have a hard time understanding where their money is, and that can cause them to lose track of it before they retire. Don’t wait until it’s too late—take action now and learn the strategy of saving now so you can spend later. There are some really cool strategies out there that aren’t being talked about, but that’s what we’re talking about. 
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Don’t wait until it’s too late—take action now.

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In addition, here is a quick seven-step guide to getting out of debt that will help you gain a better understanding of securing your financial future. 

If you want to learn more about how to secure your finances around your business and personal life, don’t hesitate to reach out to us and schedule a financial fitness strategy session. We’d love to speak with you.