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.

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Build Generational Wealth

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
Mother and Baby

529 College Savings Plan: Why Parents Need One and How to Get Started

As a parent, there’s a good chance that you’ve already heard the jaw-dropping estimate that it costs over $200,000 to raise a child. What might drop your jaw even further is the fact that this…

December 21, 2023

Managing Holiday Gift Expectations with Your Kids

It’s that time of year again! The season is upon us and we’re about to start shopping for holiday gifts for our kids. Yes, we want to see their faces lit up with joy when…

November 20, 2023
Couple looking at laptopl

How Much Life Insurance Do I Need?

Thinking about what would happen in the event of your untimely death isn’t the cheeriest way to spend an afternoon. Unfortunately, it’s nothing compared to the financial struggles that families face when a loved one…

October 3, 2023
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
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