Grandpa Moneybags: When Kids Feel Entitled
Teaching teens financial responsibility means letting them experience real consequences. When one mom stopped subsidizing her son’s gas money, he didn’t get angry, he adapted. Learn why setting financial boundaries is one of the most powerful money lessons you can give your children.
Why the Midwest Is America’s Best-Kept Wealth-Building Secret
Once considered flyover states, millionaires now seek to relocate to the Midwest for its affordable cost of living, work-life balance, and humble, friendly neighbors.
How Well Do You Manage Wealth? Take the Millionaire Decision Quiz
As a millionaire, your financial decisions carry greater complexity and consequence than those of typical investors. This quiz evaluates your understanding of the framework for making smart financial decisions, specifically tailored to the unique challenges you may face as a high-net-worth individual.
Three Red Flags: How To Avoid Bad Financial Advice
Educate your friends and family about the red, yellow, and green flags when selecting a financial advisor. Teach others how to avoid bad financial advice by recognizing these key warning signs.
The Four Little Pigs and Their Inheritance
The following financial fairy tale demonstrates different ways that individuals can react to inheritance, but ultimately a disciplined approach to money management is the best defense against the huffing and puffing from the wolves of Wall Street.
How Family Billing Saved One Family $65,000 Per Year
This case study shows how multi-generational wealth management creates significant fee savings while providing clarity and confidence across three generations.
Have You Outgrown Your Edward Jones Advisor?
Your Edward Jones financial advisor is a good guy, but at what point do you need to switch? When your financial situation becomes more complex it’s time to seek a second opinion. Here’s why.
Address Change Checklist: What to Do When You Move
Moving to a new home is an exciting adventure, but it also comes with a long list of tasks to ensure a smooth transition. Changing your address with various entities is part of the deal and can feel tedious and time-consuming. Hopefully, this comprehensive checklist will ease some of the stress and help you avoid missing any crucial updates.
Jack and the “Beanstalk” A Financial Fairy Tale
The following financial fairy tale shows what can happen when parents are overly indulgent with their adult children. Kids need to struggle before they can succeed.