Teaching Kids the Difference Between Needs and Wants

May 1, 2013

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 between needs and wants.

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‘Tis the Season of Giving

December 1, 2012

The holiday season tends to be a season when we feel more charitable towards our fellow human beings. It is also a great time of year to teach young children about giving back. Opportunities abound to drive this lesson home.

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How to Not Break the Bank This Holiday Season

November 1, 2012

The holiday season is upon us. This time of year can be filled with lots of fun activities and positive emotions. However, it can also be a stressful time for many, running from one party to the next, trying to get it all done in time and wondering how you are going to pay for it all.

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How to Find a Good Financial Advisor

August 1, 2011

As a financial planner, I often get asked by friends for advice on choosing a financial advisor. I thought I’d share a few resources with others who might be on the hunt for a financial advisor.

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How to Find the Best 529 Plan

February 1, 2011

I recently conducted some research on 529 plans while deciding which plan to open for my daughter. I had chosen Utah’s 529 plan a few years back for my son, but wanted to make sure it was still one of the best choices given the market challenges of the past couple of years.

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Raising Financially Fit Kids

January 1, 2011

Did you know that 75% of parents think teaching kids about money is a moral imperative, but only 36% report knowing how to do so[1]? These statistics speak both to the perceived importance of the task and to the high level of financial illiteracy in our country. 

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