WellthFusion™
Lucille M ShawWhere wealth, legacy, and health align. Weekly insights from 25+ years in fiduciary advising to help you live and plan with purpose.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 94 | Subscribers | Read | wellthfusion.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
Why Your Next Doctor Visit Could Save You Six Figures (And Years of Worry)
One afternoon not long ago, I sat with a client who had just come from a checkup she had put off for far too long. She looked noticeably lighter as she described the visit. “I finally went,” she told me, “and it turned out the exhaustion I ...
Why Women Need Life Insurance Today
The conversation almost always begins the same way.
Build Financial Strength in 2026 One Intentional Step at a Time
For years, financial success has been framed as discipline plus willpower. If a plan did not stick, the unspoken assumption was that someone had failed to follow through.
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Authors
The writers behind this newsletter.
25+ year fee-only fiduciary. Founder of Finances for Life (RIA), an 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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