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3 Money Lessons for Kids

As you make plans for vacations, lake days, family get-togethers, camps and other warm-weather fun, take the opportunity to talk to your kids a little bit about money. Even kids as young as 4 or 5 can start learning valuable money lessons. Plus, keeping their brains busy learning new skills between school years is always a good thing. Here are 3 money lessons for kids:

Thoughts on Real Estate

In case you hadn’t noticed, real estate is all the rage right now. All the realtors you know who were broke from 2009-2012 are now living the lives of rock stars as the real estate market across the country has jumped almost 10 percent over last year, which is amazing considering we were in the midst of a pandemic.

The Gift of Time

Over the last year, I’ve come to realize that of all the things we value on earth, time is perhaps more valuable than any of us realized. I know at times during 2020 it seemed like time either dragged out indefinitely, or just plain tortured us as we navigated the unknown. Now, well, it’s a good thing we’re still here, and have a little more time to enjoy life.

Love on a Budget

This got me wondering what some of my creative employees were planning to do with their loved ones this weekend, and what they’d do if they had $100 to spend, and I wanted to share some of their ideas here.

New Year, New Goals?

Believe it or not, we are done with 2020, and for those of you who don’t know, I celebrated in style by marrying my best friend on New Year’s Eve. (There might be a couple of photos on social media, if you missed it!) After our two-day honeymoon, we went back to our separate homes until our new house is ready, with plenty of room all five boys. (Yes, five!)

The Most Important Life Skill

This week, we’re continuing our thoughts on communication and how recent events have changed – for better or worse – how we communicate with each other.

Communication in the Time of Covid

As we start to wrap up 2020 (thank goodness!) and get ready for 2021, we’re bringing you a two-part series on communication. We hope you enjoy it.

Change is the Only Certainty

The Smyth boys are back in school, and in the Smyth household it looked like this: One freaked out because he couldn’t find the Zoom login information for his very first class. After the freakout was over, he did manage to find the credentials with two minutes to spare. Crisis averted.

Off to the Races!

Our office has been open for eight weeks now, and I am super happy to say we’ve had some new clients come in for initial meetings for the first time in months. People are coming out of their shelters and are comfortable sitting on opposite ends of our conference table at a proper social distance. It’s been great to have people in, and a big thank you to those who have taken us up on our invitation to refer your friends, family and colleagues to our team. And if you haven’t yet, please do. There’s a lot we can do to help out during these confusing times, and our team has the capacity for more investment and planning clients.

It’s Clear: Communication is Key

One of the most interesting things about my job as a financial planner is that in the conversations I have with clients, I get to look in through the proverbial kitchen window and see how couples communicate. Now, I make it a practice never to throw any of my clients under the bus in my weekly newsletter. But there’s nothing that says I can’t throw my parents under the bus!

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