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What’s A Little Money Between Family?
Financial Planning

What’s A Little Money Between Family?

ByJustin Smith May 21, 2019May 30, 2019

We often ask clients about their best and worst money choices. It is probably not surprising to learn that “lending money to family” can show up in either column. Below, we’ll touch on the essential aspects of loaning money to family so that if you decide to go down that route (either as borrower or…

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Real Life: How We’re Teaching Our Kids About Money
Planning Tips

Real Life: How We’re Teaching Our Kids About Money

ByJustin Smith November 29, 2018November 29, 2018

Every parent I know struggles with how to teach their kids about money. And even though I’m a financial planner, I’m no different. Below, I’ll walk you through how my wife and I are giving it our best shot. I’ll cover how we address saving, giving, investing and how allowances fit into it. As I…

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A Step by Step Guide to Having a Family Money Talk
Planning Tips

A Step by Step Guide to Having a Family Money Talk

ByJustin Smith May 23, 2018

If you’re not already there, it’ll happen to you soon. You’ll need to have a Family Money Talk. Maybe you’re in your 20s asking your parents how much they could pay for a wedding. Or you could be in your 40s talking to your kids about their college choices. Our most frequent case, the one…

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