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President's Message
Money! Money! Money!


"A penny saved is a penny earned!" Ben Franklin

Robert Balentine is among the very best independent wealth advisors in the United States. He was recognized as one the best CEOs in 2018 by the Atlanta Business Chronicle. He will share with us what he has learned from investing and advising clients over the last 40 years, including the importance of setting goals and planning, investing best practices, teaching your children about money and developing a family philosophy of wealth. If you want to get a head start on his topic (or you are sitting on the beach during Spring Break), check out his blog HERE.

Money. Just the word elicits lots of thoughts and feelings—some good and some bad. Making it, spending it (my personal favorite), saving it, giving it and how the same activities by others affects us (think taxes). I remember growing up hearing my grandparents’ stories about growing up during the great depression—sharing a potato for dinner, hoping travelers did not stop by their farm because they would feed the strangers and go without and so many other similar stories. We were taught the value of money and the importance of saving it through their stories. I learned generosity from my parents, especially my mother (Past President of the Belle Plaine, Iowa Rotary Club). While we did not have much, we were always able to give something.

Where your treasure is, there your heart will be also. Have you thought about where you spend your money and talked about it with your family? What role does money play in your life and in your family’s life? I have learned that tracking our spending is critical to this analysis and provides opportunities for discussion and adjustment. Sharing our views about money with our family is important and not always easy, especially if our fundamental philosophies are not perfectly aligned. Kids and grandkids learn how to evaluate their own spending habits and manage financial conflict when we include them in our discussions. Thoughtful conversation, planning and education are critical to teaching our kids and grandkids about money, sustaining our families and building a wealth legacy.

Don’t miss the opportunity to learn from the very best on Thursday!

President Becky

Posted by Becky Stone
April 4, 2019

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