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Financial Wellness Must Be Personalized Not Prescriptive

Financial Wellness Must Be Personalized Not Prescriptive

Good financial health and wellness has a lot to do with establishing and reinforcing good habits and identifying and breaking bad ones. In order to understand a person’s financial situation and their corresponding habits, we need to let them tell their story. In an...

5 Tips for Raising a Financially Literate Kid

Summer break is a great time to begin adding age-appropriate chores to your children’s schedules and, more importantly, to introduce them to some basics around how to earn, save and spend their hard-earned dollars.