Children & Money Articles

Raising Money-Smart Kids

Jul 15, 2019

As new parents, more than anything we want to raise, happy, healthy children. This is the most important and most difficult job we will ever have. It often feels like an experiment as we try different things, not knowing how it will play out 10, 15 or 20 years later….


When Good Parenting is Following Your Own Ambitions

Apr 12, 2019

Two years ago this week I started my own firm and became a business owner. I always had an entrepreneur’s mindset and had wanted to be a business owner. I was working for a great firm and had learned a lot there, but I had my own ideas of how…


Book Review: Coventry Edwards-Pitt’s “Raised Healthy, Wealthy & Wise”

Jul 9, 2018

As parents, our goal is to raise children that will grow up to be happy, productive adults. This is a difficult task and we often are unsure if what we are doing is right for years to come.  For families with high income or significant wealth, it can be even…


6 Questions About 529 Plans

Jul 10, 2017

What parents need to know about saving for college   If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that might puzzle you the most is the 529 Plan. Started in the…


Children & Money Videos

How Do I Budget?

Oct 14, 2018

Budgeting is the key to your child’s financial stability. This video will help guide and motivate your child to get started on developing a budget today.

For College Graduates

Oct 14, 2018

College graduation is a time of new beginnings and new financial responsibilities. Get off on the right foot financially with these money management tips.