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Preparing Young Adults for Financial Success: 5 Crucial Lessons Before High School Graduation
In a previous blog, I delved into the pivotal role parents, particularly mothers, play in shaping their children's relationship with money. Today, I aim to expand on this concept by discussing the most crucial financial lessons we can impart to young adults as they prepare to…
What to Financially Expect When You're Expecting: Importance of Life Insurance, Wills, Estate Planning, and Children's Trusts
Pregnancy and parenthood can bring significant financial changes. I’ve experienced that as both a financial advisor and a father. It's crucial to consider financial planning in preparation for such life-changing events. Let’s discuss some foundational planning topics…
Passing Down Financial Wisdom: Lessons from a Working Mom and Financial Advisor
The influence of mothers on the family budget and their children’s spending habits cannot be understated. As the primary decision-makers in many households when it comes to shopping, gift purchasing, and managing kids’ activities, we often face the dilemma…
Empowering Divorce Clients: Introducing My Services as a Financial Advisor
Divorce can be an incredibly challenging and emotional process, especially when it comes to the financial aspects. As a highly successful and established divorce attorney, you are well aware of the complex tax, benefits, and retirement issues that arise during divorce…
How to Raise Financially Responsible Children: Tips to Cultivate Good Savings and Spending Habits
As a financial advisor and father of two, I understand the importance of equipping our children with the necessary skills to become financially responsible adults. Instilling good savings and spending habits in our kids will enable them to navigate the complex world of money with…