Blog tagged as Children

5 Children's Books To Teach Kids About Money

03/03/2023 11:38 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The more you read the more you know! These 5 children's books are sure to entertain and teach fundamental money skills to your little ones.

The Sandwich Generation: How to Financially Care For You, Your Kids & Your Parents

01/19/2022 08:17 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help ease the financial stress of doing so.

Give the Gift of Financial Knowledge: The Best Books for Young Investors

11/29/2021 10:26 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

These books will help young (and young at heart) investors understand what it means to be financially successful.

How Much Allowance Should You Give Your Children?

11/24/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Giving children an allowance helps them to experience some level of freedom and independence, while also teaching them about savings and responsibility. But how much is too much or too little?

Could Custodial IRAs Help Young Adults Buy Homes?

11/12/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Individual retirement arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily.

Estate Plans: Not Just For The Wealthy

09/30/2021 08:59 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Many people also think they can put off estate planning if they're young and healthy. However, this type of thinking can put your family at risk. An estate plan covers a variety of different scenarios, and not just the passing of large amounts of wealth.

There's a Lot at Stake When You Don't Have an Estate Plan

09/28/2021 10:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

6 Ways to Start Helping Your Kids Manage Their Money

07/28/2021 09:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Teaching your child about finances at a younger age will provide them with a better understanding of the role that money plays in their everyday lives.

9 Money Mistakes Millennials Should Avoid

09/14/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Many millennial households are on their way to building substantial wealth. They’re saving 20% or more of their paychecks, investing in 401(k) accounts, and keeping their debt levels low. But others, even those with good educations and solid careers, are making financial mistakes.

What Issues Should I Consider When Having (Or Adopting) A Child?

07/27/2020 08:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Having or adopting a child is a life-changing experience. While there’s amazing joy in watching your child take his or her first step or speak his or her first words, there can also be a lot of stress when it comes to managing your family’s finances.