Alex Herr - LPL Financial Advisor

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that more than 50 percent don't have a will today. If that applies to you, today’s the day to turn that around!

Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Today may be about turkey and the Big Game, but I’d like to take a moment to thank you for allowing me to be part of your financial journey.

Whether we connected years ago, recently, or you’ve seen me show up on your feed, I’m so grateful!

And before you dive into your festivities, have you wanted to connect with a financial professional? Send me a DM or comment the word “Turkey,” and we can connect soon.

Black Friday deals are everywhere, but not all of them are worth your money.

This season, try a new kind of strategy:
📌 Stick to your budget
📝 Make a list (and don’t deviate!)
🤔 Ask: “Do I really need this?”
🔕 Mute the hype until the dust settles

These small habits can go a long way in helping you feel more confident and in control during a high-spend season.