Blog tagged as Kids

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)
5 Children's Books To Teach Kids About Money
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.

Estate Plans: Not Just For The Wealthy

09/30/2021 08:59 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Plans: Not Just For The Wealthy
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.

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)
6 Ways to Start Helping Your Kids Manage Their Money
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.

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

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