What kind of son would I be if I didn’t pen a mushy, heartfelt note this Mother’s Day? Today, and indeed every day, is a perfect opportunity to acknowledge the extraordinary efforts our mothers put into raising us. They endured sleepless nights during our early years, managed countless diaper changes, nursed us through illnesses, constantly worried about our safety and futures, and navigated our challenging teenage antics. Yet, ask any of them what they would change, and the likely answer is, “Nothing.”

A Personal Tribute to Mom

For me, I feel blessed. My mother, born during the turmoil of the First World War and a survivor of the Auschwitz concentration camp during the Second World War, was liberated by the Russian army. Arriving in a new country with nothing, she imparted numerous invaluable life lessons to her children. One lesson that resonates with me daily is to strive to do better today than yesterday—a driving force in my life. This goes beyond mom’s financial Wisdom–it’s keen advice for every avenue of life. Thank you, Mom.

Financial Planning and Family Legacy

So, why the mention of Money? Because Mother’s Day is also an opportune time for many families to engage in important discussions about inheritance, health decisions, and caregiving for elder members. At Prosperity Financial Group, we are eager to facilitate these intergenerational conversations, ensuring they are as open or private as the family prefers. We’re here to help you plan for the future with mom’s financial wisdom, respecting your family’s dynamics.

On behalf of everyone at Prosperity Financial Group, we extend our heartfelt wishes to all mothers—whether they are with us today or in memory. We say thank you and hope you have a wonderful Mother’s Day. Enjoy your Sunday!

The post Love, Legacy, and Mom’s Financial Wisdom appeared first on Prosperity Financial Group | San Ramon, CA.

Elliot Kallen Wealth Manager | Registered Principal

For more than three decades, Elliot has provided customized wealth management solutions for entrepreneurs, business owners, retirees, and millennials.

Elliot and his wife, Tammy, are passionate about giving back to the community through their 501(c)(3) foundation, A Brighter Day. Through his partnership with A Brighter Day Charity, the Kallen family has helped local teens and young adults recognize and access resources to cope with the risks of stress and depression.

He enjoys spending his free time with his family. Some of his hobbies include cooking, wine, golf, travel, and studying history.

He lives in Lafayette, California with his wife, step-daughter, and grandson.