Kids & Money

Teach Your Kids to Be Savvy Back-to-School Shoppers

One of the best teachable moments to teach your kids good financial skills is through the back-to-school shopping process. Before your inbox gets cluttered with advertisements or your kids start seeing ads on TV or the internet, come up with a plan to involve them in the process and make smarter shoppers of them. […]

Wise College Shoppers Finish Less Poor

Although my kids are still young, I am starting to learn more about the college selection process to help some of my financial planning clients with older kids. It is a highly complicated and seemingly mysterious process, but doesn’t need to be frustrating. […]

Raising Generous Children

One of my favorite topics is teaching kids about money. Related to that topic, and particularly relevant with the holidays approaching, is how to teach kids to be generous to others and their community. […]

How to Choose the Best College Savings Account

After the lazy days of summer, the Fall is often a time of renewed focus on planning and project completion before year‐end. To that end, if getting serious about saving for your kids’ college is one of your projects, there are several different account types to consider. Each has its own advantages and disadvantages. This article [...]

How to Structure Allowance for Your Kids

I recently responded to a post on my local mothers’ club blog on the topic of allowance and decided others might have similar questions. The original post was from a mom of a 7-year old who wanted to start an allowance, but was uncertain of the parameters to put on it. […]

Where Should I Put My Child’s Savings?

A friend of mine recently asked me about what type of account to put her kids’ savings into. I thought others might be interested in the topic, too. There are a variety of different types of accounts available with different levels of parental control and implications on college financial aid […]

How to Choose the Best College Savings Account

After the lazy days of summer, the Fall is often a time of renewed focus on planning and project completion before year-end. To that end, if getting serious about saving for your kids’ college is one of your projects, there are several different account types to consider. […]

The Cost of Private School in the Bay Area

Private schools are a wonderful part of our education system. Families choose to send their children to private schools for many reasons: lack of good public schools in their area, adherence to a particular educational or religious philosophy, better support for special needs children or a desire to replicate their educational background, as well as a [...]

Teaching Kids the Difference Between Needs and Wants

There are many skills we need to teach our kids to be successful in life. Quite a few of them relate to money – how to create a budget, how to save for the future, delayed gratification, how to know the value of a dollar. One of the most important life skills that relates to money is how to distinguish [...]