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Parents have the chance to shape their kids' financial foundations. Do you think these five approaches are helpful?
LIFEHACK.ORG
5 Tips For Teaching Money Management To Children
Younger millennials are facing particular financial challenges during the pandemic. Here's a look at the current trends.
CNBC.COM
39% of younger millennials say the Covid-19 recession has them moving back home
Have you talked to your kids about major financial milestones, like their education and your retirement?
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Financial Topics to Discuss as a Parent
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Helpful Insights
A bigger home isn't always a better home, especially when it comes to the impact on your money and free time. But you might want to ask yourself these essential questions before making a move.
HGTV.COM
Should I Downsize My Home?
The twice-monthly newsletter discusses everyday finance topics.
RONALDPATE.MYHOMEHQ.BIZ
Finance News and More
Are no-contact payment systems really safe? Here's what to know.
CONSUMERREPORTS.ORG
The Many Ways to Make Contactless Payments
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Do you know anyone who could use this reminder?
NEXTAVENUE.ORG
Why Right Now Is a Great Time to Plan for Retirement
Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets.
NOLO.COM
Financial Powers of Attorney: Do You Need One?
Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.
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How does life insurance fit into your plans?
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Finance News and Updates
Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.
USATODAY.COM
Just got a job offer? Be smart about your new benefit choices like health coverage, 401(k) savings levels
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There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about.
NEXTAVENUE.ORG
How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to fraudsters have only been growing lately. Stay vigilant with these helpful tips.
CNBC.COM
Don't fall prey to these 4 common bank scams
Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.
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Finances & Divorce: What to Know
The twice-monthly newsletter brings news and helpful information to your inbox. Stay informed and sign up today.
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Finance Insights
Here's what some legal experts suggest when it comes to estate planning. Do you want to discuss what's right for you? Reach out anytime.
NATLAWREVIEW.COM
Top Ten Estate Planning Recommendations before the End of 2020
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Want to see how Social Security benefits in the U.S. compare to other countries? Wondering about overall trends? Take a look.
CBPP.ORG
Policy Basics: Top Ten Facts about Social Security
These financial losses don't have to happen. Here's what to watch out for.
AARP.ORG
Romance Scams Top List of Costly Scams for Older Adults
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Finance Updates and More
Are you surprised to hear that Gen Xers are more anxious about money than baby boomers?
NEXTAVENUE.ORG
Why Gen Xers Are Way More Worried About Money Than Boomers
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Find out how a few small foundations are making surprisingly far-reaching impacts.
NYTIMES.COM
Small Donations Aiming to Make a Big Splash
Have questions about sustainable investing? Find out how ESG factors may vary by company and industry.
CNBC.COM
Here's how companies factor in environmental, social and corporate governance concerns
Get ready for tax season by reviewing a few essentials.
RONALDPATE.MYHOMEHQ.BIZ
5 Tax Considerations to Keep in Mind