'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: Should we be giving the green light to new mining projects? 💰🌲
The Environmental Protection Authority announced this week that a proposed mine in Central Otago (near Cromwell) is about to enter its fast-track assessment process. A final decision could come within six months, and if it’s approved, construction might start as early as mid-2026.
We want to know: Should mining projects like this move ahead?
Keen to dig deeper? Mike White has the scoop.
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53.3% Yes
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46.7% No
Hospital ED new location of interest in measles spread
Waikato Hospital’s Emergency Department is the latest location of interest for measles.
Two separate days in the last week were listed on Health NZ’s website on Friday morning as a place where someone with measles was known to have visited.
Poll: Have you ever had a Healthy Homes inspection done where you live?
Conflicting Healthy Homes inspection reports are raising concerns about the consistency of standards meant to ensure rental properties are safe and liveable.
In one recent case, a Cambridge rental property underwent two inspections within a week, with significantly different outcomes. The first, arranged by tenant Sara Lewis, identified multiple issues including mould, vermin, and ventilation concerns. A second inspection, arranged by property managers Harcourts, just six days later, found little to criticise.
Have you ever had a Healthy Homes inspection done where you live? Tell us your reasons in the comments (adding NFP if you don't want your words used in print).
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33.3% Yes
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66.7% No
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