'The best-prepared families discuss values, not just valuables'
Here's some wisdom from financial advisor Katie Wesney, in a recent Stuff column...
"The antidote to inheritance drama isn’t complicated: start talking.
The best-prepared families discuss values, not just valuables. They talk about timing - could part of the inheritance be gifted earlier when it might have more impact? They update wills regularly and include everyone in understanding the bigger picture.
They also acknowledge that financial literacy isn’t inherited along with the money. If you’re expecting to leave or receive a significant sum, everyone involved should understand how money actually works.
And here’s the crucial bit: they treat inheritance as a nice-to-have, not a financial strategy. You can’t control when it comes, how much it is, or who else might need support."
If your values include supporting charities that tackle the issues you care about, and or the community in which you've thrived, then after taking care of your family, including a bequest in your Will to create a philanthropic endowment that gives back forever is a wise and effective strategy. Contact us at Momentum Waikato to find out more - via momentumwaikato.nz....
You can read more of Katie's column at the link below.
Poll: Do you set New Year’s resolutions?
🎉 2026 is almost here!
We’re curious ... how do you welcome it?
Do you set resolutions, follow special traditions, or just go with the flow?
-
8.6% Yes! New Year, New Me
-
22.9% Yes - but I rarely stick to them
-
68.6% Nah - not for me
Art in the Making
Hands-On Art Workshops Hamilton – Learn 2D & 3D Art
Looking for art workshops in Hamilton? Our hands-on art workshops are perfect for beginners or anyone wanting to learn new art techniques and grow their creativity. In these workshops, you’ll learn 2D 3D skills using a wide range of art materials, while building confidence and developing your artistic abilities.
Whether you want to learn new skills, grow your creativity, or enjoy a full hands-on art workshop, these art workshops in Hamilton are the perfect place to start. Enrol now and start learning!
Book at www.artsforhealth.co.nz...
From rugged campsite to 7.5ha resort
Grant Kilby has always loved camping. His mum was director of health at the YMCA, and he would attend YMCA camps in the school holidays. “I think it was mandatory that I was there,” he jokes.
He went on camping holidays with his parents, and later, took his own kids.
“Camping’s been in my blood.”
Loading…
