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Tag Archives: financial advisor

Teach Your Kids About Money: Advice from an 18-Year-Old

When thinking about a blog topic for this month, I decided to focus on April 20th, National Teach Children to Save Day. As I began to write, it occurred to me I should consult my in-house expert, my daughter, Gabriella. She, after all, has been the recipient of her parents’ attempt to teach her financial […]

Parents and Gifts: A Balancing Act

As your parents age, you may become increasingly involved with managing their money. One delicate aspect of this role is helping them make financial gifts to family members and other individuals. Many families have complicated dynamics around money. How do you navigate this possible quagmire? Marcy helps her mother, Lila, manage her finances and will […]