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

Family Budget Session

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…

October 2, 2023
Why Stay At Home Parents Need Life Insurance

Why Stay-at-Home Parents Need Life Insurance

There’s a good chance that you’ve heard of life insurance. And there’s an even better chance that if you have heard of it, you’ve decided it’s only important for people who work outside the home….

September 14, 2023
Unest Review

Unest Review 2023: Easy Investing for Kids App

There’s no question that parents want what’s best for their kids. Their finances are no exception. That’s why so many families are exploring platforms like UNest to help grow generational wealth. Dig into our full…

August 16, 2023
Dying Without a Will

Dying Without a Will Creates Confusion and Jeopardizes Your Family

Parents spend their lives caring for their children. They work hard to ensure they have the best opportunities possible. Also, they work to ensure their financial stability and to hopefully leave them with an inheritance…

June 19, 2023
Happy kid swinging

GoHenry Review: A Financial Literacy App and Debit Card for Kids

My father used to say that lifetime financial success never solely depended on how much money people earned. He agreed that making a comfortable income could help fund wealth and security. Still, achieving monetary goals…

April 25, 2023
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
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