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MONEY MOVES
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Our Mindful Money Moves blog is an inviting space to unpack the complexities of financial planning, wealth management, and financial well-being. Our fresh perspective and actionable content empower you to cultivate Real Wealth – a balance of financial security, confidence, and abundance.
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Spend. Save. Give.: Money moves for Gen Z
Spend, Save, Give: Money Moves for Gen Z explores how to make intentional money decisions, from everyday spending and budgeting to saving, investing, and giving. Discover how your money choices can support the life you’re living, create options for your future, and make an impact on what matters to you.
Navigating a Financial Inheritance With Wisdom & Courage
Receiving an inheritance can bring emotions of its own while you are still grieving. Before deciding what to do with what you’ve received, take time to understand your financial story, the wealth your loved one passed on, and how it can strengthen your life and legacy. Navigating an inheritance with wisdom and courage means honoring what came before you while preparing for what comes next.
Treat Wealth as a Family Business™
Family wealth grows more complex as households and generations become connected. Treat Wealth as a Family Business™ brings structure and care together, applying the principles of people, processes, profits, mission, vision, and values to help families create, manage, and steward wealth across generations.
Navigating a Financial Inheritance With Wisdom & Courage
Receiving an inheritance can bring emotions of its own while you are still grieving. Before deciding what to do with what you’ve received, take time to understand your financial story, the wealth your loved one passed on, and how it can strengthen your life and legacy. Navigating an inheritance with wisdom and courage means honoring what came before you while preparing for what comes next.
Lazetta Rainey Braxton, MBA, CFP®
Oct 64 min read
Treat Wealth as a Family Business™
Family wealth grows more complex as households and generations become connected. Treat Wealth as a Family Business™ brings structure and care together, applying the principles of people, processes, profits, mission, vision, and values to help families create, manage, and steward wealth across generations.
Lazetta Rainey Braxton, MBA, CFP®
Oct 14 min read
Can Your Adult Children Swim Financially?
Can Your Adult Children Swim Financially? Explore how money habits, family conversations, and shared mission, vision, and values help prepare the next generation for financial independence and managing an inheritance. Treat wealth as a family business by passing down the lessons behind the money.
Lazetta Rainey Braxton, MBA, CFP®
Sep 293 min read
Will Your Inheritance Be a Life Jacket or a Legacy?
Waiting for an inheritance to fund your life means planning around money you don’t control and may never receive. Explore the risks of inheritance expectations and how treating wealth as a family business shifts the conversation from dependency to legacy.
Lazetta Rainey Braxton, MBA, CFP®
Sep 283 min read
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