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.
For many student loan borrowers, the thought of October 2023 inspires chills that have nothing at all to do with Halloween. After a three-year hiatus, the debt ceiling deal approved by Congress has awoken federal student loan…
As parents, it is our job to teach our kids financial responsibility and independence. One excellent way to do this is with chores at home. For our family, this is something we’ve been experimenting with…
Investing can do wonders if you have time and patience on your side. I’ve seen this firsthand with investing for my kids over the past decade. As new parents, my wife and I heard over…
Many parents are looking for ways to give their kids a bright future. While money can’t necessarily buy happiness for our children, investing early for generational wealth can pave a comfortable path forward. Kids have…
There’s come a point in your financial journey where you cross that 7-figure net worth milestone and you’re feeling very comfortable financially. So … What’s next? A lot of wealthy families turn their attention to their kids…
Have you heard about the life-changing benefits of a Roth IRA for kids? It’s essentially an investment account that allows you to invest for your children’s future retirement needs with their earned income. Dee from…