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When & How to Teach Your Kids About Personal Finance

ScottJun 7, 20233 min read

The best time to start teaching kids about personal finance…

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Set Up Your Will, Your Kids Will Thank You

ScottAug 12, 2022

Authoring your own will, and determining who cares for your…

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Vacationing with Your Partner and Family

ScottAug 5, 2022

“Interesting fact: The term ‘never forget’ was first muttered by…

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Money Moves to Make For Your Kids

ScottJan 1, 202211 min read

There’s no minimum age to instill the value of money and financial literacy in the youth. As Wu taught us, cash rules everything around us.

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The 529 Plan and Why It’s So Effective

ScottJan 15, 20224 min read

Before transferring astronomical amounts of money to higher education, you can put thousands into a 529 Plan and accrue your savings tax free for future educational expenses.

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What is a 529 Plan for Your Kid?

ScottFeb 28, 20222 min read

The 529 plan is designed to encourage saving for future education expenses and should be a part of your family’s financial plans.

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Teach Your Kids About Love and Money to Avoid Heartache and Debt

ScottApr 5, 20223 min read

“Love is like money: Hard to find and easy to lose” Unknown Words of advice for your kid’s relationships with their quasi-significant others and their personal finances. One of my favorite gifts ever was an antique deer antler bottle opener…

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How to Pay for College These Days

ScottApr 10, 202210 min read

We’re living in unprecedented times as annual college tuitions rise at historic rates. Check these five ways to pay for college.