Tara Downs Rocchetti, Certified Financial Planner

You either ride the waves or let the waves ride you. Which one is more fun? Life lessons from Link on a boat. 😂🐾

A little "behind the scenes" glimpse today. My manager is really being quite "paws on" this morning.

Let’s talk about “success,” baby!

Channelling my inner “Salt-N-Pepa” (ok, not really… or at least, not well). For some reason, my mind went down an interesting path the other day in terms of overthinking about words and I thought I’d share some of the weirdness with you all.

If you ever hear Isaac (the principal of my firm) speak, he’ll be sure to mention his concept behind Lazar Wealth Succession Strategies – his main goal being to build a diverse team of different age groups at different points in their career so that he doesn’t have to find an advisor for himself, his family or his clients when he is 80 (if he ever fully retires). “Succession” in this case is a noun referring to the passing down of a business from one person to the next. Of course, “succession” can also apply to transfer of wealth via an inheritance to your dependents or other desired beneficiaries – or even the crown! (Not that we need to talk about the Charles/William/Harry/Megan dynamic more right now!)

 On the other hand, we have “succeed.” This is a verb referring to either the ACT of succession as mentioned earlier, but also can mean the act of “achieving the desired aim or result.”

 Our goal here at Lazar Wealth is to “tell it how it is, and how it could be” and to talk about SUCCESS with you! The first step in succeeding (obtaining wealth, thrones, or all of the above) is being able to clearly define what that means for you… and then we’ll help you take it from there!

Please note: no monarchs (butterflies or royals) shall be hurt or de-throned through the process of our planning. 😊

Stumbled across this article today and thought it was an amusing read. What money superstitions do you follow?

9 bizarre money superstitions people believe but shouldn't Money superstitions can run the gamut from the slightly lucrative to the silly to the downright bizarre, but they are always fun to hear. Here are nine common money superstitions that people take pretty seriously.