It's OPEN ENROLLMENT time. Are you healthy and still buying group life insurance through your employer? You may find that purchasing your own, portable, level premium term life policy can be more affordable and appropriate for your needs. Call us to find out if you would benefit from a free consultation. #insurance #lifeinsurance #health #employeebenefits #
If you have someone in your life with college ambitions, let’s talk about saving strategies.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
College students and young adults are increasingly concerned about their financial future – and the impact the pandemic may have. If there’s a young adult in your life who could use financial guidance, let’s connect.
CNBC.COM
Due to pandemic, more than 13 million college students are worried about their financial future: study
Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list?
CNBC.COM
5 crucial financial lessons for kids of all ages
Millennials and other generations are using their 401(k)s to cover costs during the current recession. While Congress temporarily waived some of the costs of early withdrawals, accessing these accounts could still have long-term consequences on your retirement goals.
TIME.COM
Millennials Are Sabotaging Their Retirement Savings to Cope With The Pandemic
Please join us in sending virtual hugs out to Nancy Wong, our "Chief Everything"! Today she celebrates 20 years with DMA!!
Her dedication to clients, leadership to our practice and positive attitude have never wavered! Thank you Nancy!!
Happy birthday to Jenn Rueb, Client Concierge of DMA!! Please join us in wishing her the BEST DAY EVER!
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
Please join us in sending virtual hugs out to Gayatri Seepersaud as she celebrates 13 wonderful years with DMA!!
Her contagious energy, dedication to clients and pro-active attitude are above and beyond! Thank you Gayatri!!
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
