Saturday Finances—Portfolio One Year Anniversay

I closed my dad's trust one year ago this week!


photo by dsmp_copenhagen 2014


An Interesting Year

It's hard to believe that it's been a year since I closed my dad's trust. 

I wrote the summary report on November 15, 2014, and finished the final distribution three days later on November 18.

During 2014, I wrote detailed blogs about the mechanics of administering the family trust and all of the challenges that I faced while doing so.  Now, a year later, I can look back and review the results.

As much as 2014 was about nothing but the trust, 2015 has been about anything but!  When the trust closed, it closed for good.  I have had neither the need nor the desire to look back.  

I have learned a lot about financial management!  In the year since my dad's trust closed, I've taken almost every webinar that Fidelity has to offer and discovered that I really like learning about investments, money management, personal finances, global economics, and the stock market.  I am walking in my dad's footsteps and picking up where he left off—and his mother's before him.    

So, this year has been about celebrating accomplishments and settling into my new role with confidence and acceptance.  My dad believed in me, and I am forever changed by that.  

All that matters is making every moment count and making a positive difference in the world.  Until a year ago, I was willing to settle for less.  

But, not anymore. 


Stay positive!  Stand up for things that matter.
  
LIVE • WITH JOY  

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