Cultivating Financial Habits from a Young Age

Planning for Children

“The best way to teach your kids about taxes is by eating 30 percent of their ice cream.” – Bill Murray, Comedian   While repeated in jest, this witty remark highlights an important truth: teaching children about financial responsibilities early on can have lasting impacts. Many of us spend our lives working hard to build […]

Live Long & Prosper: Better Health, Better Wealth

Risk Management

Many of us remember the classic Star Trek mantra “live long and prosper,” which may be worth reflection as we enter the leisurely summer months. The keys to a longer and more prosperous life are often rooted in fundamentals that include both health and wealth.   Better Health, Better Wealth Not surprisingly, physical, mental, and […]

Financial Literacy and Children: Keep it Relatable At Every Age

Planning for Children Strategies

How can we raise financially confident children and grandchildren in an increasingly complex world filled with distractions? Many of our clients, for example, are concerned that the next generation won’t possess the financial literacy needed to inherit family wealth.   The good news is that while introducing healthy money habits to young children is ideal, […]