Investing in Your Child’s Financial Future: Helping Kids Develop Strong Money Management Skills
Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.
What Does “Find Your Freedom” Mean to You?
By Bruce Eisenhauer, Financial Advisor Our partnership recently rolled out a new brand promotion, entitled “Find Your Freedom.” As we attended our annual conference, I started to ponder what “Find Your Freedom” means to me. I think it is a great question and it takes on many angles …
Financial Resolutions to Take Into the New Year
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …
Living Life as Opposed to Simply Existing
Living Life as Opposed to Simply Existing By Bruce Eisenhauer Financial Advisor When I take the time to think about the people who have had a most profound impact on my life, I realize that they all have some commonalities. They all strive to help others, and they all live life to the fullest.
De-Stressing in a Stressful World
We all experience stress to one degree or another. Stressors take many forms, whether from choices we make – giving a speech or preparing for an exam, or from situations outside of our control, like the economy or world events. Carrying stress can lead to health problems, especially with …
Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More
Craig Lemoine, Director of Consumer Investment Research Ask kids what they think money is, and you get some interesting responses. Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …
Don’t Underestimate the Value of Good Advice
By Jaymon Meikle, Financial Advisor My family and I recently moved to Tennessee, and I was able to cross off a financial milestone – we bought our first home.
The Opportunity in Change: How Changing Goals Change Financial Plans
During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …
When Shifting Goals Mean Shifting Plans
Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan? Use this checklist to evaluate your goals and decide when it’s time to contact …
As Holidays Near, a Reminder That Being Kind is Free
By Bruce Eisenhauer To say it has been a year of difficulties would be true, but a bit of an understatement. We have experienced a lot of division, miscommunication, misinformation and purposefully misleading statements by people of power, as well as big businesses pushing their agendas.
Cuddle Bag Project
Cuddle Bag Project for OCJ Kids was a Success! With your help we were able to make 40 Cuddle Bags for children who are being placed in foster care. Thank you! Our goal next year is to make 60 Cuddle Bags in July. 15 Bags for toddler girls 15 Bags for toddler …
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When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
