DuPont Wealth - January 2018

L.A.F.F. LAW ADVOCACY FAMILY FINANCE A monthly newsletter providing your family insight about the law and finance (with an occasional dose of humor) from your friends and advocates at DuPont Wealth Solutions and the Law Offices of DuPont and Blumenstiel.

18 JAN

A YEAR OF GROWTH LOOKING BACK ON 2017

I’m not one for New Year’s resolutions. I’ve long since given up the yearly “lose 10 pounds by Thanksgiving” pipe dream. It’s not that I don’t believe in setting goals. After all, I help people set and reach their financial objectives. In a way, resolutions are my job. But doing that job effectively takes a more methodical approach than making vague promises. My mind is wired to the fiscal year, so I set goals quarterly, not annually. Still, the new year is an invitation to reflect, step back, and look at the big picture.

“AS WE LOOK FORWARD TO 2018,

We went through some exciting changes in 2017. On the personal side, we added some much- needed feminine perspective by welcoming Heather and Julia into what was feeling a bit too much like a boys’ club. The families of our team also grew with Kirk and his wife, Brittany, welcoming their son, Theodore, on July 15. Mike and Mimi added a four- legged son, Jake. Much to Sophie’s chagrin, I continue to resist adding a new pup for Bella (our old Bernie) to train. She keeps working on the old man, so watch this space. Knowing me, I will give in sooner or later.

WE WILL CONTINUE TO PURSUE OUR MISSION OF BRINGING YOU THE TOOLS AND SERVICES NEEDED TO NAVIGATE THE MAZE OF LIFE."

is a service that allows us to dig under the hood of a portfolio and see what is going on with your money. By integrating cutting-edge analytics into our proprietary pilot process, we can do an even better job of finding the portfolios and strategies to best fit you and your goals and keep you on track.

In addition to changes in technology, we made a considerable investment in finding an industry-leading partner to assist our clients in dealing with the tremendous cost of college. These services help your children identify appropriate choices for their education, guide them through the application process, and help develop strategies to reduce the financial burden. As we look forward to 2018, we will continue to pursue our mission of bringing you the tools and services you need to navigate the maze of life. We look forward to the changes the new year will bring, and we wish you a prosperous 2018!

On the business side, we started off with a bang by announcing the merger of law practices that resulted in DuPont and Blumenstiel, and then we kept right on running. To accommodate the merger, we doubled our office space, added new resources, and moved toward the development of systems designed to produce a consistently outstanding client experience. Whatever your legal needs, we should be your first call. If we don’t provide the service, we will introduce you to people in our network who can help you. The DuPont Wealth business has also undergone significant growth over the last year. This growth has enabled us to add a host of new tools to help you meet your financial goals. This included integrating Riskalyze, Tax Clarity, and Kwanti into our pilot process. Riskalyze is a risk-alignment platform that is making waves in the investment community. Tax Clarity helps us minimize taxes in retirement. Kwanti

Heck, maybe I will try to lose 10 pounds by Thanksgiving, after all.

-Greg DuPont

Wealth Solutions www.dupontwealth.com | Law Office www.DandBlaw.com | 1 Published by The Newsletter Pro . www.TheNewsletterPro.com

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