Alex Herr - LPL Financial Advisor

Happy Holidays ✨
Wishing you joyful moments, grateful hearts, and peaceful days this season. ❄️
May the weeks ahead bring warmth, celebration, and time with those who matter most.

Although having a child is the fifth most common reason people consider starting an estate strategy, most parents with kids under 18 still don't have estate documents. It’s time to consider getting the documents together for you and your family!

Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Estate management can be a difficult subject and an uncomfortable conversation. That said, getting your estate on track can be vital for the well-being of your family. Not convinced?

Unfortunately, too many people have either put off this task or let the discomfort overwhelm them.

The good news is that you can change that today.



Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

🖥️ Cyber Monday is here 🖥️

Online deals are everywhere, but so are digital risks.

Before diving into the sales, take a moment to pause and protect your personal info. Smart shopping means staying aware, not just scoring the best price.

Stay safe out there! 💳