When should you start thinking about a financial legacy?

When should you start thinking about a financial legacy?

The short answer? Sooner than you think.

Legacy isn’t just something you consider later in life, it’s the result of years of planning, intention, and consistent action. Whether it’s protecting family wealth, supporting causes close to your heart, or setting the next generation up for success, the decisions you make today shape what you leave behind tomorrow.

Start by asking:

What do I want to be remembered for?

Who or what do I want to impact beyond my lifetime?

Is my current plan aligned with that vision?

Legacy isn’t just about wealth, it’s about purpose. And the earlier you align your finances with that purpose, the more powerful the outcome.

Have you thought about the legacy you want to leave?

Author

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