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Talisman Wealth Advisors Purpose-driven Fiduciary Financial Advisors Talisman Wealth Advisors (“TWA”) is an SEC registered investment adviser.

Registration as an investment adviser does not imply a certain level of skill or training. Content posted by TWA through this application should not be construed by any consumer or prospective client as TWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A copy of TWA’s current written disclosure statement as set forth on Form ADV, discussing TWA’s business operations, services, and fees is available from TWA upon written request. TWA does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. TWA’s communication can contain certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed through this application will come to pass.

Is a trust overkill for a simple situation, a spouse and two kids, no drama?Sometimes, yes.A trust may be worth the cost...
10/23/2026

Is a trust overkill for a simple situation, a spouse and two kids, no drama?

Sometimes, yes.

A trust may be worth the cost when there is something specific to control: a blended family, a minor beneficiary, a business, a concern about how an inheritance gets handled.

If the situation genuinely is simple, a clean will and current beneficiary designations may be exactly the right amount of structure.

It is not free to set up or maintain, so the math should make sense.

Estate attorney Rocco Seminerio is with us live November 4th.

Register here:
https://us06web.zoom.us/webinar/register/WN_vTszFhsTS3qHCKJpS4pBtw

Every woman has a money story: the narrative built long before she knew anything about money, in a kitchen or at a dinne...
10/22/2026

Every woman has a money story: the narrative built long before she knew anything about money, in a kitchen or at a dinner table, watching who handled it and who didn't ask.

Sometimes it's protective. More often it's covering something that's been quietly compounding for years.

Jennifer's guided reflection walks through four sections, with room to write and no right answers, for women ready to look at whether the story is still serving them.

Download the guide: https://start.talismanwealthadvisors.com/your-money-story

Two things worth checking on your retirement accounts this week.First, the contingent beneficiary, not just the primary....
10/21/2026

Two things worth checking on your retirement accounts this week.

First, the contingent beneficiary, not just the primary. It is the one that decides what happens if the first person named is already gone, and it is rarely looked at.

Second, the percentages. Forms where the numbers do not add to one hundred are common, usually because nobody redid the math after a second child. Nobody resolves it and no one at the bank or institution knows about the new kid—they follow the original instruction that was never updated to include both children.

We walk through the full audit November 4 at 1:00 PM Eastern.

Register here:
https://us06web.zoom.us/webinar/register/WN_vTszFhsTS3qHCKJpS4pBtw

A woman told me recently, almost as an aside, that she'd been divorced three years and never gotten around to updating h...
10/20/2026

A woman told me recently, almost as an aside, that she'd been divorced three years and never gotten around to updating her beneficiaries.

She said it the way people say things they already suspect are a problem.

She wasn't wrong.

Here's the part that catches people off guard: your will doesn't touch your retirement accounts, your life insurance, or anything set up as transfer-on-death. The form does.

Read the full article: https://www.linkedin.com/pulse/beneficiary-form-outranks-your-jennifer-p-kirby-cima-csric--x2whe/

Session 2 of the Family Preparedness Webinar SeriesWednesday, November 4th · 1:00 PM Eastern · Live on ZoomA will says w...
10/19/2026

Session 2 of the Family Preparedness Webinar Series

Wednesday, November 4th · 1:00 PM Eastern · Live on Zoom

A will says who. A letter of instruction says how. On November 4th we build yours, and Rocco is back for the beneficiary audit and what your heirs actually owe on an inherited IRA.

Session 1 was about your parents. This one is about the paperwork sitting in your own accounts.

Register here for the Nov 4th Webinar:
https://us06web.zoom.us/webinar/register/WN_vTszFhsTS3qHCKJpS4pBtw

10/16/2026

Leaving your IRA to your children is handled. Just not the way most people picture it.

A house gets a step-up in basis, so heirs inherit at today’s value. A traditional IRA carries its tax history forward instead, which means ordinary income tax on the way out, and under current rules most adult children have ten years to empty the account.

The lever is not avoiding the tax. It is deciding who pays it and when.

Join us November 4th at 1:00 PM Eastern.

Register here:
https://us06web.zoom.us/webinar/register/WN_vTszFhsTS3qHCKJpS4pBtw

A will says who. A letter of instruction says how.A Letter of Instruction is one of the most meaningful things you can l...
10/15/2026

A will says who. A letter of instruction says how.

A Letter of Instruction is one of the most meaningful things you can leave behind.

Everybody needs one. Almost nobody has one.

It does not need to be perfect. It needs to exist.

At the November 4th webinar we start putting yours together.

Register here:
https://us06web.zoom.us/webinar/register/WN_vTszFhsTS3qHCKJpS4pBtw

10/07/2026

The folder is not the plan.

In case of emergency, most families have a folder, a binder, or maybe a safe deposit box.

Having a will is a good start, but there's a lot that a will doesn't tell you.

It's just one document out of 8 categories that you need. What are the rest?

Join my next webinar today at 1PM EST, to get the full list.

Link to register below:
https://us06web.zoom.us/webinar/register/WN_kK30RtO5S629kVch34gVUA

10/06/2026

Most people who have a will assume the hard part is done.

I understand why. The will is the visible thing. It required an attorney, an appointment, signatures. It feels finished the day you sign it, and it stays feeling finished in the drawer for the next twenty years.

But what about your beneficiaries? And does your family know where to find everything?

Valid is not the same as complete.

On October 7th I'm hosting a webinar that's going to show you exactly what to check.

Sign up at the link below:

https://us06web.zoom.us/webinar/register/WN_kK30RtO5S629kVch34gVUA

Address

Mountainside, NJ

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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