Blog Posts

If you’re like many Americans, you might be worried about how to prepare for your own or your loved ones’ long-term healthcare needs. In previous generations, elderly parents and grandparents could count on moving in with relatives when they became unable to live alone. However, today’s family dynamics have changed and many Americans are reluctant to burden their families with caregiving duties.

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Financial Lessons from the Mall: Teaching Your Teens About Credit

By Jessica Maldonado

I was in Kohl’s the other day with two of my sons with the intent to only purchase a few articles of clothing for my daughter, but they happened to be having some great sales so we ended up purchasing quite a few clothing items for each of my children.

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Financial Lessons from Shark Tank and Uber: Teaching Your Teens (and Maybe Yourself) About Business

By Michael J. Searcy

All the time, I hear people say, “I just don’t understand all that business stuff” and “I’m no good at business, how am I qualified to teach my children about it?” I tell them the answer could be as simple as watching some television, reading and just plain observing your surroundings. If you become more aware of business around you, you should start noticing trends and asking more questions. This is helpful for teenagers, young adults, and yourself to start THINKING about business. I am not talking about accounting statements, banking or business structure here, just a practical understanding of how things work.

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As they get older, Americans face complicated decisions about long-term care, estate strategies, and their finances, while potentially struggling with diminished capacity to manage their affairs. At some point, your parents and other loved ones may need your help handling their finances. One study found that between five and ten percent of Americans over 65 need help with financial matters and another reported that 68 percent of elders suffer cognitive impairment or experience difficulty with daily tasks.

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By Jessica Maldonado

Do you have more patience for managing household finances than your spouse?

Do you make all of the financial decisions as the more financially savvy partner in the household?

Have you ever involved your children in a financial discussion?

 

Many of the important decisions we make regarding finances are made with family in mind, yet the duties for managing the finances are not always a family affair.  For a financial plan to truly support an entire family’s dreams and goals, getting buy-in and tackling decisions as a family unit is essential.  Here are some tips for developing a financially savvy family:

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