As a loving parent, you want to protect your family if something happens to you. When your children are younger, you’ll need to provide instructions on managing your finances and property, and who will act as their guardian.
However when an inheritance involves adult children, the situation changes dramatically. They may be married with families of their own to care for, or living independently and making their own financial decisions.
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By Jason Persinger
Since 2012, Jason has enjoyed sharing the SchoolsFirst FCU difference, offering objective and caring advice, tailored financial plans and a highly competitive fee structure for investment products. Jason holds the designations of CFP®, ChFC® and CLU®, and is registered to sell securities and holds a California Life/Health Insurance License.
Like most people, you probably have many financial goals you’d like to accomplish. If you have children, helping them pay for college may top the list. Continue reading
Even if money’s tight, there are creative ways you can relax and have fun. Here’s how.
We’re so excited you and your child would like to be part of our next advertising campaign. This 15-second ad will appear online throughout California and in select movie theaters in Southern California from August through the end of the year. Continue reading
Whether you’re traveling overseas or closer to home, you want to enjoy your vacation without busting your budget. Here are five tips to help you plan smart, save money and make your journeys more enjoyable.
By Lynnette Khalfani-Cox, The Money Coach®
Young people don’t need to wait until they’re adults to begin learning about money matters. If we teach them key financial concepts now, they’ll be better prepared for life’s economic challenges as adults.
Here are some ideas and activities to make tweens and teens money-smart citizens. Continue reading
By Lynnette Khalfani-Cox, The Money Coach®
Ever since my youngest daughter Alexis was 7 years old, she’s been saying she wants to become a doctor. At first, I honestly didn’t put much stock in it. After all, kids change their minds all the time when asked, “What do you want to be when you grow up?”
Sander Tom is a Trust Liaison Officer/Financial Advisor with more than 30 years of experience in the financial services industry. Over time, he has developed a deep understanding of estate planning and its powerful impact on a person’s life.
If you haven’t recently gone mobile, there’s no better time to check it out. We’ve recently enhanced our app based on feedback from Members like you.
Back in the good old days, it was common for several generations to live under one roof. In recent years, multigenerational living has made a big comeback, and with it more innovative housing choices. In fact, one in five American households are comprised of adults from different generations such as parents and their adult children, or grandparents, parents and children, according to census data.
