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Insightful Articles

To Keep You Informed

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Client Question: How Can I Give My Kids a Head Start on Investing?

The earlier you start investing, the better. You’ve heard this advice before, and hopefully it’s helped you make some smart financial moves. But there’s one group that may not yet know this bit of investing wisdom: the kids in your life. Whether you have kids, grandkids, or nieces and nephews, these youngsters have an enormous asset on their side: time. Helping them get an early start with investing can give them a huge financial boost. The good news is that there are a lot of ways you can help set up the next generation for financial success. Let’s explore some options.

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The Stories We Tell Ourselves, Part 2

Understanding why we behave the way we do with money is the first step toward transforming our relationship with it. In part one of this series, we explored the concept of money scripts—the unconscious beliefs about money that shape our financial decisions. And we dug into four dominant money scripts: money status, money worship, money avoidance, and money vigilance.

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