Teaching Teenagers About Finance
October 1, 2021
Guiding your teen into financial adulthood
It's one thing to earn money and another to learn how to manage it. Laying the foundation for your teen's financial education early can help establish healthy financial habits that will help benefit you teen for a lifetime. Here are four concrete ways you can help guide your teen into financial adulthood.
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If a family is already planning to give generously, it makes sense to understand whether the gifts can be structured more efficiently. Rob explains how the timing of charitable contributions can make a meaningful difference.
Rob explains how a cash balance plan can create additional flexibility for the right business owner while still requiring careful coordination and long-term planning.
Rob shares how coordinated planning helped one family restructure a highly appreciated rental property, preserve rental income, create substantial liquidity, and support meaningful charitable goals.
