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When to teach kids about financial responsibility

December 15, 2009

Overwhelming debt is a huge problem for Americans so it is never too early to instill good spending habits in our children. A good place to start is teaching them the difference between needs and wants and why it’s important to postpone wants until they've saved. Childhood is a great time to learn about compound interest through savings bonds or to use a savings account to demonstrate how a small amount of money can grow over time.

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  • Make some cash and make a difference

    February 01, 2012

    It's so easy to become overwhelmed by the bombardment of bad news we see every day, and feel as if the little we can do can't possibly make a difference. Socially responsible investing, or SRI for short, is all about making money while making a difference.

    Erin Baehr

Do you offer tax prep services to your financial planning clients?

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