Having trouble reading this email? Click here to view it in your browser | January 20, 2021

Weekly Life Lessons

Helping people live LIFE on purpose!TM

I Don't Like Trusts

Trusts are like apple pie. If you leave out an ingredient, the end result is going to taste bad. Remember, a trust is only as good as you make it.

Life Planning 101 Podcast

Trusts can help you accomplish so many of your life and legacy goals depending on your unique situation. Use the links below to listen and share this week's episode.

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5 Risks to Consider in 2021 (Webinar)

Join us this Thursday at 12:00 PM CST for a FREE webinar. Space is limited to the first 150 attendees. Click the link below for more details.

2021 May Bring Some Changes

As election season draws to a close, it's a great time to review what type of legislative support would be needed to pass certain policy proposals that may come forward.

Client Portal Login

We're excited to be rolling out a new client portal. If you haven't already setup your username and password, you can click the link below to watch a tutorial video.

Weekly Market Insights

What's going on with the markets right now? Click the 'Find Out More' button below to view the weekly market commentary on our website.

KFS Tips & Tidbits

Financial Tidbit
Budget Checkup: Tax Time is the Right Time

Insurance Tidbit
Insuring Your Business Against Cyber Liability

Tech Tip
6 Goal Tracking Apps for iOS and Android Devices

Granny's Classic Peanut Butter Cookies

Fraud Prevention Tip
IRS Impostors
Simplify Your Life Tip
Practice Gratitude
App of the Week
Apps for Small Businesses
Upcoming Events:
January 21 - Webinar

“Happiness is not something you postpone for the future; it is something you design for the present.”
-Jim Rohn

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Advisory services offered through Smart Money Group LLC, a Registered Investment Adviser. Securities offered through Calton & Associates, Inc., Member FINRA/SIPC.
Kennedy Financial Services, Inc., Calton & Associates, Inc. and Smart Money Group, LLC. are separate entities.

Office: 106 S. Seaman St. • Eastland, TX 76448 • Phone: 254-629-3863.