Pass on your wealth wisdom

We’re at the tail end of graduation season, and that signals change and new beginnings. I think it’s safe to say that high school and college graduates are not the only ones looking forward to some change in the coming months. After all of the lessons learned in the past year, a fresh start sounds really good. It can be difficult to continually adjust to many changes or to understand what Gen Z and Millennials are facing when it comes to financial strategies.

One of the best ways to get the conversation started is to share what you’ve learned so far – to pass on your wealth wisdom. Listen and respond with an open mind, and you just may find yourself learning too. With all the changes the past year has brought, now is the perfect time to pass on the lessons and wisdom you’ve gained.

Some wealth wisdom you can pass on:

  • How to graduate from uncertainty to defined goals
  • How to graduate from debt into equity
  • How to graduate from worry about the future to a solid plan

Just ask me how, and we can get started on something new today. Here are some insightful articles to spark some ideas. Read and share with friends or family, to keep them in the know as well. Take care and keep in touch.

The Roth IRA As The Perfect Post-College Starter Account

June 22, 2021

The Roth IRA was designed for and is typically thought of as just a retirement account, however…

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From the Heart to Higher Education: The 2021 College Essays on Money

June 21, 2021

Each year, we ask high school seniors to send us college application essays that touch on money,…

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Behavioral Biases Can Burn Your Early-Retirement Plans. Here's How to Extinguish Them

June 19, 2021

A well-crafted early-retirement plan rests on detail—careful calculations, timelines, milestones,…

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Wishful Thinking in a World Without Yield

June 18, 2021

At first glance, the Pennsylvania Public School Employees’ Retirement System, one of the largest pension plans in the U.S., doesn’t sound anything like you or me.

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8 Financial Tips for Young Adults

June 17, 2021

How to get started on saving and investing in your future.

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