Reletter
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WellthFusion™

Lucille M Shaw

Where wealth, legacy, and health align. Weekly insights from 25+ years in fiduciary advising to help you live and plan with purpose.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues96SubscribersRead wellthfusion.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Afterlife in the Cloud

Close your eyes for a moment and imagine this: You’ve spent years building a rich digital life — treasured family photos stored in the cloud, meaningful emails, social media connections that span decades, maybe some cryptocurrency you’ve qu...

9 days ago
9
3

Why Healthcare Planning Is the Most Overlooked Part of Retirement Planning

A few years before retirement, something interesting begins to happen.

24 days ago
7
4

Digital Assets and the Ghost in the Will

A few months ago, a longtime client called me in tears. Not because of the estate. Her mother had done everything right on paper. The will was solid. Assets were properly titled. The trust had been funded years earlier.

2 months ago
3
0

Why Your Next Doctor Visit Could Save You Six Figures (And Years of Worry)

Why check-ups and screenings are like financial audits, catch issues early to avoid the six-figure surprises down the road.

2 months ago
6
0
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Authors

The writers behind this newsletter.

  • Lucille M Shaw

    Over 25+ year fee-only fiduciary. Founder of Finances for Life (RIA), FFL Insurance Agency, and co-founder of fintech PassOpus. Guided by stewardship and prevention. WellthFusion aligns wealth, health, and legacy. Order in Bias explores fairness.

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