Certifications: CFP®
Insights
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Smart Starts: The Best Books and Games to Teach Kids About Money (Ages 4–12)
Why Teaching Financial Literacy to Kids Matters Financial literacy is one of the most important life skills we can teach children—and yet, it’s rarely part of the standard school curriculum. Left unaddressed, money can become a source of confusion or even anxiety later in life. But taught early, it becomes a tool for empowerment. The…
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Smart Money Moves for Teens: The Best Financial Literacy Apps
Why Financial Literacy for Teens Matters Let’s face it—teaching teens about money can be tricky. But thanks to an ever-growing list of financial literacy apps, it’s never been easier (or more engaging) to help kids build healthy money habits. I recently spoke with two clients who’ve been using the Greenlight app to help their children…
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Stuck in the Middle: Life as a Sandwich Generation Caregiver
Psst! Over here, down here in between the sliced bread, lettuce, tomato, cheese, and deli meat. Yes, that’s right, I am in the sandwich generation! This term was coined in the early ’80s to describe individuals sandwiched between raising their children and caring for aging parents. We juggle our careers, home responsibilities, and family caregiving…
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