Having trouble reading this email? Click here to view it in your browser | October 2, 2024
Weekly Life Lessons

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

What’s Going on in the Markets?
Each week Matt Ervin and Sam Barker join CFA Aaron Kennedy to give us a market update. What’s going on in the market? What are some of the things they’re looking at? Why should we keep our heads up? Follow the link below to listen to our weekly podcasts and read market insights.
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Angela Robinson

My Estate Plan
October is National Estate Planning Awareness Month. Having an estate plan ensures that your wishes for your estate are carried out when you pass away or if you become unable to make decisions for yourself. This week we’re looking at the differences between a Will and a Trust.
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Practical Solutions for Life’s Important Problems

 

We strive to develop practical, efficient, and effective solutions tailored specifically to meet your needs. We are happy to provide free initial consultations to determine how we can help with your unique circumstances.

Areas of Practice:

Estate Planning • Probate • Asset Protection • Wealth Preservation • Business Information • Tax Planning • Nonprofits and Tax-Exempt Organizations
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Kyle Post
Fraud Prevention Tips

Fraud Prevention Tips
Watch for Grandkid and Family Scams
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Healthy Living Tips
Stretches to Complement Your Workout
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Weekly Recipes
Roast Beef and Cheddar Sliders
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Family

A Will vs. A Trust

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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Will

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? If you have questions, we’re here to help.
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Quote of the Week

“We make a living by what we get, but we make a life by what we give.”
-Winston Churchill

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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. 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.