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Financial Planning
Tricks to Curb Summertime Spending

Tricks to Curb Summertime Spending

The heat isn’t the only thing that climbs each summer – expenses can too. We have some tricks up our sleeve to share...

3 Tips to Turn Your Kids into Saving Machines

3 Tips to Turn Your Kids into Saving Machines

3 Tips to Turn your Kids into Saving Machines –
According to our research one third of America has a Primary Saver Money Personality (not to mention one third of you have Saver as your Secondary Money Personality). That’s the good news! The flip side of that is that two thirds of us don’t. The old saying “A Penny Saved is a Penny Earned” is easier for some of us to embrace than others. After all, statistically, we are only saving 4.5% of our income for retirement. That’s the adults. Now what about our kids? How do we turn our kids into Saving Machines no matter what their Money Personalities are. (By the way, we are working on a new Money Personality Assessment for kids. Stay tuned!)

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