Teaching your kids the fundamentals of investing can seem like a daunting project during times of economic stability. Factor in the extreme market volatility we’ve seen during the COVID-19 pandemic, and even the basic...
NEWS & INSIGHTS
Back-To-School Kids’ Financial Literacy Checklist
Teaching your kids about finances is an important parenting responsibility. A healthy approach to wealth increases the odds that your kids will enjoy greater life opportunities, more financial freedom, and less stress...
School Shopping And Kids’ Financial Education
As the end of summer nears, it’s time to start thinking of heading back to school – and that means back-to-school shopping! School shopping provides an excellent opportunity to expand your kids’ financial education...
529 Plans And Other Savings Account Options For Your Child
Alongside retirement planning, helping your kids in the future may be a central financial focus for your family. There are many savings options available to help you achieve this wealth goal, but which one’s right for...
Financial Helicopter Parenting – What Works
When it comes to financial parenting, the jury’s still out on whether being a helicopter parent might prove beneficial or otherwise. Being too involved in your kids’ financial education can constrain your kids, making...
Parental Peer Pressure
Your student’s college test results and where they study are certainly some of the key factors when it comes to your teen’s future career path, earnings potential, and standard of living later in life. The recent...
Financial Planning For Blended Families
A recent survey found that Americans overwhelmingly consider family as the biggest source of meaning and fulfilment in their lives [1]. Today’s modern family is often a blended one, typically as a result of divorce,...
Choosing The Right College: Questions For College Visits
Choosing the right college is an important decision for you and your teen to make together. The college you choose can influence your teen’s career and earnings. Without careful planning, it can also affect your own...
10 Positive Ways To Talk To Kids About Money
One of the earliest steps to teaching your kids about finances is talking to them about money. Whether it’s teaching your toddler about different coins, helping your tween open their first bank account, or discussing...
The Sandwich Generation
If you’re ‘sandwiched’ between raising children and looking after aging parents, then you’re officially a member of the Sandwich Generation. Roughly half of people in their 40s to 60s face the challenge of supporting...
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