Awkward conversations with parents
There are multiple studies showing older Americans don’t like talking about money, but if you have aging parents, those conversations may be critical.
Surviving the sandwich generation
Many of the families we work with want to support their kids AND help their aging parents… but it’s important to make sure you’re stable, first.
Protect your (parents’) money
Helping your parents safeguard their finances can help you selfguard your own finances, too, if you handle it right. That’s why we take a multigenerational approach.
Send your kid to college: A checklist
Sending your child to college tends to come with complex emotions—they’re entering the “adult” phase of their lives but may still be dependent on you in many ways. This checklist can help you set them (and you!) up for a successful transition. Download an interactive PDF version of this checklist and check things off as […]
Make the most of your teen’s summer job
For teens, summer jobs are a rite of passage. For parents, summer jobs are a fantastic opportunity to teach kids about hard work, budgeting, saving, taxes, and investing. Many kids will have an easier time focusing on financial concepts when it’s their money on the line. In this article, we’ll walk through the various lessons […]
