Estate Planning Moves if Your Child Isn’t Good With Money

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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Ask the Advisor: Which Takes Priority, Retirement or College?

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.

Portrait Of Family Sitting On Steps Outside Home

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

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

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.

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