Securing Your Legacy Across Generations
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Young Professionals
Guidance and strategies through the every stage to lay the foundation for a confident financial future
Entrepreneurs
From succession and investment strategies to retirement, create a plan that will withstand a volatile market
Affluent Families
Creating generational wealth for a lasting legacy with the bones in place to last for generations to come
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Valuable insights curated for you by the Aristata Financial team
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Financial Roots Blog
Defining Your Money Values
Understanding your money values helps to ensure that your financial decisions align with what matters most to you and your family. These values serve as a foundation for making consistent, purpose-driven choices, while reducing financial stress and potential...
The Risk of Longevity
Studies show retirees are living longer, with some estimates suggesting you could spend 30 years or more in retirement. However, many aren’t planning for it financially. With longer lifespans, retirement strategies need to evolve. Here’s a few things to consider:Begin...
5 Financial Misconceptions About Retirement
Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result in financial shortfalls or a less enjoyable retirement. Let’s explore five common misconceptions and...
Protect Yourself from AI Fraud
With AI becoming increasingly popular, it is important as ever that you are able to identify the different types of AI- fraud and understand the importance of being cautious of suspicious activity.With AI becoming increasingly popular, it is important as ever that you...
5 Estate Planning Considerations
Creating a comprehensive estate plan is a key step in ensuring your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear...
Take a Retirement Test Drive
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your...