Love Financial Group

09/02/2026

As we head into September, we’re wrapping up our education planning series with a few resources you won’t want to miss.
If you missed any of last month’s education planning tips, we’ve gathered them all in our latest Beyond the Numbers episode. See comments for link.

And there’s still time to join us for our webinar, Educational Expenses: What Every Family Should Know, on September 9 at Noon, Central.

No matter where you are in the planning process, you’ll walk away with practical information and greater confidence about your options.

Reserve your spot here: https://raymondjames.zoom.us/webinar/register/WN_oqKdOQTlTQuCKMsUXHwz3g #/registration

Join Love Financial Group as we discuss different strategies to save for higher education for your child or grandchild.

08/27/2026

Interrupting your regularly scheduled programming…

We’ve been talking a lot about back-to-school expenses lately, but there’s another August reminder worth putting on the calendar: Make-a-Will Month.

Last month we launched our Estate Planning episode featuring Bri Holcombe, estate planning attorney to talk about wills, the process and some other questions families should be considering.

While it may not be the most exciting item on your to-do list, having a plan in place can help make things easier for the people you love, especially when it comes to making your wishes known and protecting what you’ve worked hard to build.

Missed the episode? Watch it here https://youtu.be/LYcROy91I0o?si=488xN6k-DhkmCz2V

OR listen to it via our podcast at the link below.

Today we are talking about estate planning and how it might matter ...

08/21/2026

And just like that… it’s back to school!

The first day always feels a little bittersweet; excitement for what’s ahead, a few nerves, and a reminder of just how quickly these years go by.

As a mom, I know there’s a lot that comes with a new school year, including the many education expenses that come along the way. It’s also a good reminder that planning for future education costs doesn’t have to mean having it all figured out today.

Sometimes, starting small and staying consistent is the best place to begin.

Wishing all the kids (and parents!) a wonderful school year!

08/18/2026

Looking for a meaningful gift idea?

As we continue the conversation around educational expenses, we love hearing how some families choose to contribute toward a child's future education in place of a toy or physical gift.

Watch today's clip to learn how friends and family may be able to help. Missed this episode? Catch the full version in the link in the comments below.

08/13/2026

💡 College savings or retirement...

Which should come first?

It's a question many parents ask, and today's clip helps explain how to think through both priorities.

Check out this short clip from Paul and Elizabeth on the topic and catch the full episode on YouTube here. https://youtu.be/L3NLiuhK5iY?si=ejB4i1d_JTMw9sil

08/11/2026

Happy Back-to-School season!

Whether you're sending your little one to kindergarten or dropping off your high school senior, this time of year always brings a mix of excitement (and maybe a few tears!).

What grade is your child starting this year? Tell us below! 👇

08/06/2026

Earlier this week, we kicked off the conversation around education planning in our latest Beyond the Numbers episode. We hope you enjoyed it and invite you to continue that conversation with us via our upcoming webinar.

📚 Educational Expenses: What Every Family Should Know
🗓 Wednesday, September 9
🕛 Noon CST

During this session, we'll discuss:
✔️ How 529 plans work and their unique tax advantages
✔️ How to estimate future college costs
✔️ Strategies for saving over time
✔️ What happens if education funds aren't ultimately used for college

No matter where you are in the planning process, you'll walk away with practical information and greater confidence about your options.

👉 Reserve your spot here:
https://raymondjames.zoom.us/webinar/register/WN_oqKdOQTlTQuCKMsUXHwz3g

Catch the link to the full episode or podcast in the comments below.

Join Love Financial Group as we discuss different strategies to save for higher education for your child or grandchild.

08/04/2026

📚✏️ It's back-to-school season so there’s no better time to release the latest episode in our Beyond the Numbers series, Educational Expenses: What Every Family Should Know About Educational Planning.

While you're checking off school supply lists, it's never too early to think about something even bigger...planning for future education expenses.

In this episode Elizabeth Morrison & Paul Love will cover:
- What a 529 plan pays for and how to get started
- How grandparents can contribute
- What happens if your child chooses a different path than college

Watch this clip below and let us know what questions you have about saving for education! Catch the full episode via our YouTube channel here: https://youtu.be/L3NLiuhK5iY?si=ozeglCjxB57XRIYC&t=2

07/30/2026

It's Thursday, and that means it's time for THIS or THAT!

Ready? GO!

Sudoku
OR
Puzzle

What's your perfect relaxing summer afternoon?

07/28/2026

Quick Estate Planning Tip

You've taken the time to create your will...but does anyone know where to find it?

One of the simplest ways to help your loved ones is to make sure your important documents are stored in a safe place, and that the right people know where that place is.

Consider these simple best practices:

✔ Store your original will in a secure, accessible location.
✔ Let your executor or trusted family members know where it is.
✔ Share the contact information for your estate planning attorney, if applicable.

Check out this quick recommendation from our recent episode with Estate Planning Attorney, Bri Holcombe, for storing your will. Watch the full episode here. https://www.youtube.com/watch?v=LYcROy91I0o

Have you reviewed where your important documents are stored recently?