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

FamZoo Review

FamZoo Review (2023): Financial Literacy and Debit Card for Kids

Teaching financial literacy to your kids is an essential part of parenting. Starting early, discussing it often, and arming them with a variety of financial tools is a surefire way to help them think about…

January 5, 2023
How to Open a Kids Bank Account with Ally

How to Open a Kids Bank Account with Ally

Generational wealth isn’t just about leaving your kids money. It can also mean helping them with their financial literacy now so that they manage money effectively as adults. One way to do this is with…

January 3, 2023
Mother kissing daughter

Choosing How Much to Contribute to a 529 College Plan

For many people, creating generational wealth includes helping cover the cost of college for their kids. But what does that actually mean? You don’t want to save too little or too much. If you’ve ever…

September 6, 2022
Father and daughter reading books about money

Kids Books About Money: 10 Stories to Develop Financial Literacy

I love to read books to my kids before they go to bed. It’s a special time when we relax, joke around, and maybe learn a thing or two. Since I’m a bit of a…

September 2, 2022
Family creating a budget

How to Create a Family Budget

“Build a budget” is one of the most common pieces of personal finance advice. But a Gallup survey found that about 2 in 3 households don’t keep a detailed budget. It’s true that some families…

July 22, 2022
kids happy and laughing

Benefits of a 529 Plan: 8 Reasons to Start Saving for College Today

Hi everyone! We’ve got a great guest post today from Mary Morris, the CEO of Virginia529! Mary is a leading voice and advocate for the benefits of a 529 plan and that’s exactly what she’s…

March 18, 2022
Scroll to Top