Involving Your Kids in Financial Planning

Involving your children in your family’s financial planning process is important because everyone involved benefits from the experience, including your financial planner. I discovered this when one of my clients brought his son to a recent appointment. I’ve always encouraged people with children to engage their chidren in learning about finances, however, I don’t usually have clients bring their kids to a planning meeting. It was one of the best review meetings I can remember because it embodied the spirit of family planning. More >>