Build Generational Wealth

Financial attitudes and lessons are formed at a young age – some say even as early as 7 years old! That’s why it’s crucial for parents to raise money smart kids.

Build Family Wealth and Happiness.

Fill out this form to receive our free 39-page Family Wealth and Happiness guidebook. You'll also receive periodic updates from me to help you take your family to the next level.

Build Generational Wealth

Volunteer Ideas for Teens

Volunteer Ideas for Teens: 40 Ways to Give and Serve

Hey teens! Looking to volunteer? Read on for 40 ideas, a mix of organizations and do-it-yourself approaches. Perhaps you’re required to volunteer for your school, or for an honors club like my teens were. And,…

April 16, 2024
Teens laughing near field

Kids Brokerage Account: Why Parents Should Invest for their Children

You want to help your child build a bright financial future. But how do you get started? While there’s no one correct way to do so, a kids brokerage account can certainly play an important…

April 8, 2024
Mother Walking with Daughter

UTMA vs 529: How Are These Accounts Different?

Any parent who has stopped to consider the different expenses related to having a child probably knows what it’s like to have their vision clouded with dollar signs. Raising children can be expensive! If you…

April 8, 2024
happy family at sunset

Inspiring Generational Wealth Quotes

There are many things we pass on to our future generations, from family treasures to stories and traditions. Generational wealth is measured by what one generation passes on to the next. Fortune defines it as stocks,…

March 7, 2024
How To Save For College

How to Save for College: 10 Ways to Graduate Without Debt

If you’ve ever seen the heart-stopping results from a college savings calculator, you’ve probably frantically wondered how to save for college. Whether your kids are headed to college in a few years or more than…

March 4, 2024
Should Teenagers Have Credit Cards?

Should Teens Have Credit Cards? Here’s How to Know!

Has your trend-loving teen noticed the widening use of plastic when they go out with friends? It’s no surprise because the use of cash has dramatically diminished over the years. According to a Forbes survey,…

February 22, 2024
Scroll to Top