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 …
How to Practice Gratitude, Even After a Difficult Year
When the lockdowns caused by the COVID-19 pandemic began, time seemed to stand still. Yet here we are at the beginning of the holiday season. So many people have lost their jobs, been forced to work at home, and felt isolated. Children have tried to home school, go back to school, divide be …
How a Parable Helped Me Better Guide My Clients
How different are you from your best friend? How about your sibling? Coworker? People are unique, that’s what makes the world fun. People have different life journeys, different likes, different laughs.
3 Price Tags Commonly Over-looked in the Cost of RV Living
A lot of people are working virtually, their kids are attending school virtually, everything seems to be going virtual. If our world is becoming more and more virtual, why not use this opportunity to travel?
How Traveling to Alaska Helped Give Me the Perspective I Needed During the Pandemic
I recently took a short trip to Alaska with my wife to visit our son who just returned from a 13-month deployment. He was able to take time off but was not allowed to leave the state.
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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?
