Visual Insights Newsletter – Money Lessons We Wish We Learned Sooner

What’s the hardest lesson you’ve ever had to learn about money? What’s the most powerful one? For many folks, these lessons come from hard-earned experience.1

They aren’t taught in a classroom. Instead, many folks go to the school of hard knocks. It’s the learn-as-you-go way to understanding personal finance.1

And those lessons we pick up can shape how we think about and handle money.2 They can also stick with us for life.

So, what are the money lessons that are never too early to know? Are there any that you still have to learn? Or get better at?

These essential finance lessons aren’t typically taught in school, but they’re still incredibly valuable to know as early as possible.

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Massive changes introduced by recent laws have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) Not taking full...

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