Topics
Topic:
Financial Literacy & Fundamentals
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The Psychology of Money for Kids: How Couples Can Teach Financial Literacy Together
Why Teaching Kids About Money Starts Early Children begin forming beliefs about money far earlier than many parents realize. By the time they’re in kindergarten, many kids already show emotional reactions to saving, spending, and sharing. These early money behaviors aren’t just shaped by conversations—they’re based on what kids see, hear, and feel in their…
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What’s a Trump Account? A New Way to Build Financial Discipline—From Day One
The Trump Account isn’t a flashy new savings tool. In fact, that’s its strength. It’s structured, restrictive, and deliberately focused—and in a world of financial products that promise flexibility and quick access, that kind of design is rare. But for families who value discipline, long-term thinking, and intentional planning, it might be exactly what you’ve…
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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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The Other Behavioral Gap: Why Total Return Investing Could Be the Key to Your Financial Freedom
What is the Other Behavioral Gap: If you’ve been investing for a while, you’re likely familiar with the first major behavioral gap: emotional investing that is driven by fear or greed. These forces drive you to buy high and sell low. It’s a pattern that often shows up when market fluctuations cause knee-jerk reactions. But…
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Navigating Portfolio Volatility: A Lesson from 35,000 Feet
I’ve used this analogy before, but a recent experience brought it back to life—so vividly, I had to share it again. I was flying to Phoenix for business when the captain came on the speaker to apologize for the delay in cabin service. “For the next 100 miles or so,” he said, “we’ll likely experience…
