Life story

Family heirloom – write your life story

Let’s face it: your financial assets don’t tell the story of your life. It’s fine if you can one day leave something to your heirs, but be sure to include your unique story to fill in the gaps for generations to come.

Like most people reading this, I have many photos of relatives who have long passed away that I cannot identify. Some are gorgeous photos of 30 people sitting at a Thanksgiving table with the proud head of the family standing over the main course with a carving knife in hand. He’s telling a story that I beg to know more about. Unfortunately, I recognize a few faces and a name or two written on the back of the photo. It is more or less that. I don’t know anything about the course of their life.

I love the story and that’s the reason for today’s column. We have all learned so much in our lifetime. Take the time to write about your life and your values ​​for your future generations. Your story doesn’t have to be fancy or even well written. Start at the beginning of your life and describe your parents, grandparents, aunts, uncles and family friends who marked you as a child. How was your house? What did you eat? How did the holidays go? Which pets did you love? What was the first car you drove? Tell us about the school you attended and some of the life-changing moments that set the stage for the greatest accomplishments and occasional failures of your life.

All this information leaves an impression on your loved ones. Have fun! Be sure to tell your family what you did at famous events in history and how they affected you. What has been your biggest influence? What was the hardest decision you’ve ever made – and how did it go? Talk about your favorite teacher and your life mentors.

If you’ve taken the time to write a will, nothing should stop you from passing on your values ​​and hopes for the property you bequeath to your loved ones. Tell your story of struggle, regret and success. If you married a fantastic spouse and just celebrated your 50th birthday, let future generations know what qualities you were looking for and how you nurtured and developed the relationship. If you got divorced, what lessons did you learn from it?

We’ve all heard the saying “success leaves clues”. Share your successes and failures as a way to give perspective to those who will follow in the footsteps of their ancestors in the next century.

Finally, if you’re reading this and have older parents that you cherish: pull out a video camera and ask some of these same questions. You will not regret it ! As I get older, I find that I miss my parents’ voice and I wish I had done it more often.

For podcast fans, please tune in to our fun “Unhindered Wealth” financial podcast from your favorite source. You can also download our podcasts on YouTube. Enjoy!

Eric Tashlein is a Certified Professional Financial Planner, Founder and Financial Advisor of Connecticut Capital Management Group, LLC, 2 Schooner Lane, Suite 1-12, in Milford. He can be reached at 203-877-1520 or via This is for informational purposes only and should not be construed as personalized investment advice or legal / tax advice. Please consult your advisor / lawyer / tax advisor. Representative of the Investment Advisor, Connecticut Capital Management Group, LLC, a registered investment advisor. Connecticut Capital Management Group, LLC and Connecticut Benefits Group, LLC are not affiliated.

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