Resources

Blog : Kids Financial

Quarantine-Friendly Activities for Kids this Summer

Financial Advice Financial Planning Financial Services Kids Financial Recession RIA Wealth Management July 8, 2020 Author: Deborah Doyle

Summer is going to be a bit different this year due to quarantine and the ongoing impact from Coronavirus. With the kids home even more than usual during the summer months you may looking for some summer activities to keep them busy. Check out some quarantine-friendly activities that the whole family can enjoy this summer. […]

Continue reading ›

Ideas to Keep Children Busy During Quarantine

Certified Financial Planner Financial Advice Financial Planner Financial Services Kids Financial Recession Registered Investment Advisor April 17, 2020 Author: Deborah Doyle

Like many parents, you may be stuck at home with your children during a national emergency for an unknown amount of time. You can’t do your go-to activities such as go to the movies, play dates with friends, go out to eat or visit their favorite park. So, what do you do as the hours […]

Continue reading ›

What the SECURE Act Means for You

CFP Financial Advice Financial Planner Financial Planning Financial Services Investment Advisor Kids Financial Registered Investment Advisor Retirement Planning RIA Tax Planning Wealth Management December 30, 2019 Author: Deborah Doyle

As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After 70 1/2 Inherited Retirement Accounts Adoption/ Birth […]

Continue reading ›

5 Money Lessons to Teach Kids at Different Ages

Financial Advice Financial Planning Financial Services Investments Kids Financial Uncategorized Wealth Management July 26, 2019 Author: Deborah Doyle

Teaching your children about money can seem like a grueling task since it is not something that is covered in school curriculum, however, financial skills are crucial for navigating life. The good news is that you can use your day-to-day activities as learning experiences by working money concepts into your children’s games, choices and goals […]

Continue reading ›

How to Teach Your Kids About Money – Infographic

Financial Advice Financial Services Kids Financial Wealth Management April 23, 2018 Author: Woody Derricks

Talking to your kids about money is one of the most important conversations you can have as a parent.   This should be an ongoing dialogue and not just a one-time conversation. As your children grow, their responsibilities, priorities and relationship with money will change.  Your conversations about money will evolve and provide you the opportunity to teach them about […]

Continue reading ›