WellthFusion™

Blending Love, Legacy, and a Little Bit of Chaos: My Journey with the Thompson Family

A blended family, one cabin, and a plan that turned potential conflict into connection

Nov 12 • 

Lucille M. Shaw

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When Your Portfolio Needs a Therapist

How fear, control, and scarcity quietly shape your money decisions, and what awareness can do to change that.

Nov 6 • 

Lucille M. Shaw

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5

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October 2025

When Your Parents Won't Plan: How to Protect Your Family (Without Overstepping)

Your parents won't discuss estate planning, but their lack of planning becomes your crisis. Here's how to protect your family without overstepping…

Oct 29 • 

Lucille M. Shaw

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2

When Waiting Costs You More (Part 2): The Risks That Don’t Show Up in Spreadsheets

The unseen tradeoffs behind “maximizing” Social Security—where the real costs aren’t measured in dollars, but in time, flexibility, and peace of mind.

Oct 22 • 

Lucille M. Shaw

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5

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When Waiting Costs You More: The Real-Life Risks of Delaying Social Security

Most “wait until 70” advice overlooks real-life risks—learn how to protect both your income and peace of mind in retirement.

Oct 15 • 

Lucille M. Shaw

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5

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The Compass, Not the Clock:Why Direction Outperforms Speed in Building Wealth

Speed can appear to be progress, but clarity brings freedom. Here’s how to reset your wealth mindset and follow your financial compass.

Oct 9 • 

Lucille M. Shaw

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2

The Secret Portfolio You’re Ignoring: Your Sleep Account

The best-performing portfolio in your life isn’t in the markets—it’s the one you build while you sleep. Here’s how rest compounds into wealth.

Oct 1 • 

Lucille M. Shaw

2

1

September 2025

When the Numbers Don’t Add Up: A Family Trust Story

After the funeral, three siblings gathered around their father’s coffee table. The papers spread out before them told a story none of them wanted to…

Sep 23 • 

Lucille M. Shaw

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3

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Annuities Explained by a Fee-Only Fiduciary: The Pros, Cons, and Myths

When people hear the word annuity, their reactions are usually intense.

Sep 17 • 

Lucille M. Shaw

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The $1M Retirement Myth—What You Really Need

We’ve all heard the phrase: “You need a million dollars to retire.”

Sep 9 • 

Lucille M. Shaw

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August 2025

Your Living Legacy: Values First, Dollars Second

How to Pass Down Values, Lessons, and Opportunities (No Fortune Required)

Aug 26 • 

Lucille M. Shaw

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3

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[Breaking] Rate Cuts Are Coming: What Powell’s Big Move Means for Your Wallet

Understanding the real-world impact of the Fed’s decision on families and investors alike.

Aug 23 • 

Lucille M. Shaw

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