Money Does Grow On Trees: The Family Tree: Financial Wisdom For Intergenerational Growth

Money Does Grow On Trees: The Family Tree: Financial Wisdom For Intergenerational Growth

by Trey Smith


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Start Safeguarding Your Family’s Financial Future Today

We all want to protect our families. We work our jobs to put food on the table, to keep a roof over their heads, and to provide for them. With a solid financial plan in place, you can go that extra step to know that your financial and moral legacy will continue to comfort them for generations to come.
Inside, financial planner Trey Smith imparts his knowledge and experience to his own family and to yours. In each section, Trey tackles a different stage in life and the strategies you can use to overcome life’s biggest challenges: knowledge for couples progressing through life, guidance for those who have lost a loved one, and direction for young adults just beginning their financial journey. Because it’s written as guidance for Trey’s own wife and children, you can trust that it is heartfelt and honest.
No matter your age or role in the family, Money Does Grow on Trees—The Family Tree can help you confidently achieve your goals and face the future together.

Product Details

ISBN-13: 9781599326818
Publisher: Advantage Media Group
Publication date: 12/06/2016
Pages: 190
Product dimensions: 6.30(w) x 9.10(h) x 0.90(d)

About the Author

Trey Smith is a financial advisor with over fifteen years of investment and consulting experience. He works closely with clients to assess their financial situation, goals, and risk tolerance to develop and execute suitable financial plans that meet their needs. Trey obtained his BA in economics from the University of Illinois and completed the executive MBA program at Vanderbilt University. He also holds designations as a CFP®, CIMA®, CPWA®, ChFC®, and CRPC® and has written articles for such organizations as CNBC and provided continuing education for lawyers through the National Business Institute. This is Trey’s second book, following The Tips, Tricks and $ Advice They Didn’t Teach You in College, which reached the top of several Amazon best-seller lists. Trey enjoys spending time with his wife, Dianne, and his two daughters, Katelyn and Larissa.

Table of Contents

A Word from the Author i

Introduction Dear Dianne… 1

Section 1 From This Day Forward

Chapter 1 A Couple's Guide 13

Financial harmony at every stage of life

Chapter 2 What's It All About? 25

Money only matters if you have a goal

Chapter 3 A Team On Your Side

Guidance you can trust at every step

Chapter 4 The Family Guidebook 59

A written legacy of values and beliefs

Section 2 At Death We Do Part

Chapter 5 A Time To Grieve 81

Getting affairs in order

Chapter 6 The Wise Widow/Widower 89

First, take a deep breath

Section 3 Fatherly Advice

Chapter 7 The Savvy Single 101

What you someday may wish you had known

Chapter 8 Passing of the Baton 125

Preparing the next generation for prosperity

Chapter 9 Words to Live By 135

Parting thoughts for my children

Conclusion: No Time Like the Present 149

Appendix 1 Estate-Planning Basics and Common Jargon 151

Appendix 2 The Estate-Planning Team 163

Appendix 3 Trust Uses 167

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