Having trouble reading this email? Click here to view it in your browser | October 9, 2025
Weekly Life Lessons

Helping people live LIFE on purpose since 1989!TM
Aaron Kennedy

What’s Going on in the Markets?
Each week our CFA Aaron Kennedy is joined by guests to give us a market update. What’s going on in the markets? What are some of the things they’re looking at? Why should we keep our heads up? Follow the link below for our listen to our podcast episodes and read some market insights.
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Angela Robinson

Your Estate Plan
This week we discuss the importance of estate planning, particularly focusing on the differences between will-based and trust-based plans. It’s important to have a well-organized estate plan to ensure your assets are distributed according to your wishes and to avoid complications.
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Emotional Wellness Month

Did you know your emotions play a major role in your physical health? Stress, anxiety, and unresolved feelings don’t just stay in your head — they can show up in your body as fatigue, tension, a weakened immune system, and more. That’s why emotional wellness matters. Emotional wellness is all about recognizing your feelings, handling stress in healthy ways, and finding balance in your daily life. This Emotional Wellness Month, make yourself a priority. Explore what soothes your soul — whether it’s a walk outside, music, journaling, or simply taking a deep breath. Take the time to care for your mind… your body will thank you.
Emotional Wellness Toolkit
Emotional Wellness
Fraud Prevention Tips

Fraud Prevention Tip
Protect Your Data
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Healthy Living Tip
Stay Active
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Recipe
Pumpkin Brownies
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Family

Your Estate Plan

We are in an ever-increasing complex world. My advice to you is to get help. Have someone take a holistic view of your situation to determine what is best for you and your heirs.

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Estate Plan

A Will is Not Enough

While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate when you die?
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Quote of the Week

“Gratitude makes sense of our past, brings peace for today, and creates a vision for tomorrow.”
-Melody Beattie

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Securities offered through Calton & Associates, Inc., member FINRA and SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc. Office: 106 S. Seaman St. • Eastland, TX 76448 • Phone: 254-629-3863.

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. SEC registration does not imply a certain level of skill or ability. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.