Archive - April 2022

By the time your children are teenagers, they probably understand the basic concepts of personal finance and have savings and checking accounts established in their names. (If not, it’s never too late to teach them these lessons. Our previous posts,...

The “Tweens”, often referred to as preadolescence or pre-teens, is the stage of development following early childhood and ending with the start of the teenage years, so kids from about 10 to 13 years old. The term tweens refer to this age...

For many parents, the idea of teaching their preschoolers about money and banking seems daunting. However, it’s never too early to start teaching your children about money and the importance of financial responsibility. Here are some tips for...

You may be shocked to learn that most Americans spend more time shopping for a vehicle or planning a vacation than researching the investment choices in their retirement plans. Then again, picking a personal financial advisor doesn’t have to be...

The taxman cometh — and if you’re lucky enough, he’ll give you a refund this year. If so, consider your refund as a financial opportunity to do something wise with your money. After all, you’ve paid your tax burden to Uncle...

Year after year, financial self-help books continue to be extremely popular. However, much of the advice tends to follow the same guide, whether it’s books like Rich Dad, Poor Dad, The Millionaire Next Door, or Dave Ramsey’s popular Total...