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
Family Matters
Vacation Planning? 5 Tips to Save Time and Money
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.
Making Tweens and Teens Money Smart
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
Experiential Learning For Youth Pays Big Dividends
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?”
Ask the Expert: Demystifying Estate Planning
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.
A Mobile App That’s Tailor-Made for You
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.
Tips for Navigating Multigenerational Living
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.
3 Ways to Talk to Your Kids About Money
A Quick Tip From Lynnette Khalfani-Cox, The Money Coach®
In an ideal world, we would all grow up in households where we would learn about finances and money management. In the real world, however, that rarely happens.
How to Develop Smart Spending Habits Among Youth
A quick tip from Lynnette Khalfani-Cox, The Money Coach®
Many financial experts believe that people who learn good spending habits at an early age are more likely to carry that sense of fiscal discipline into adulthood.
Top 10 Tax Scams
It starts with your phone ringing — the most prevalent tax scam making the rounds this year. The caller claims to be from the IRS and demands your money NOW. Don’t think you’re the only one singled out for this tactic; aggressive, threatening phone scams occur regularly across the country. But, scamming also happens via email, U.S. mail or in person.