Sherri White-Blue Trust

05/25/2026

On this Memorial Day, we stand together in remembrance of the heroes who gave everything in service to our nation. Their legacy and sacrifice will never be forgotten.

05/13/2026

John Maxwell often says the greatest legacy we can leave is a good example.

More than achievements or wealth, the example we set helps the next generation understand that their choices shape the life they build.

Many families we work with think deeply about this question.

Not just what they will pass on financially, but the values they hope to leave behind.

05/06/2026

After years of helping families plan, one truth never fails: spend less than you make, and do it for a long time. It sounds simple, but it changes everything. Faithfulness in the small things builds freedom in the big things.

What would financial margin make possible in your life right now?

05/01/2026

As the weather gets warmer, it seems that my feed is filled with more and more wedding posts. So much planning has gone into that special day, and I hope that just as much planning has gone into preparing for how they will manage their finances together. Being of "one mind" regarding finances is an important part of a successful marriage. The article below provides some great conversations to have for any couple, but especially for those who are just starting out on their journey.

Before the vows, photos, and celebrations, it’s wise to set aside time for honest conversations about money.

04/29/2026

What comes next after retirement?

It is one of the most common questions people begin asking as they approach that transition.

John Maxwell talks about the difference between going to the next level and growing into the next level.

Financial readiness matters. But thriving in the next season often comes from purpose, relationships, and continued growth.

It is a conversation we often have with clients as they begin thinking about life beyond their career.

04/23/2026

Had a wonderful time at the Wisdom for Women event! Thank you to Blue Trust - Greenville team and Legacy Church Global. Great information shared by Dr. Kathleen Rehl and Anna Winecoff Trua of the Upstate SC. Also enjoyed spending time with and hearing from Ruth Malhotra and Bethany Frymire Bethany Frymire of Blue Trust. Excited to start planning our next Wisdom for Women event!

04/21/2026

It’s coming together! We are ready for our Wisdom for Women event tomorrow morning. Looking forward to our “Thoughtful conversations for navigating life’s transitions and seasons.”

04/05/2026

He is Risen!!

What a wonderful thought. I saw a post yesterday, contemplating the silence of Saturday.. between the crucifixion and the resurrection.. the unknown, the fear, the anxiety.

For many, there may be unknown, fear, or anxiety about situations in your life, but I pray that you can rejoice in the fact that today He is risen, that He knows and already has the victory over your situation, and that He sees and loves you.. the one He went to the cross for.

04/02/2026

02/03/2026