Thought leadership series
All
Update on our Family Experiment - Teaching the Leithe Littles the Value of a Dollar
A few weeks ago, I decided it was time for the Leithe Littles (aka the “A Team”), ages 7, 4.9, and 3 (yes… three 😂 ) to start learning what money really means. Each week the kids get a dollar for our trip to the grocery store. They can spend it, save it, or even pool their money together for something bigger down the road. Lessons learned so far? 1. You can’t buy anything at Costco for $1 2. The kids are actually saving their $1 each week! 3. And they are starting to really understand what stuff costs We will be taking this to the next level during a family vacation. And will see if the excitement of the holidays changes their spending decisions! 👉 Follow for our updates. I’ll keep you posted on whether this turns into a lifelong financial habit… or just more sibling negotiations at the kitchen table. Happy saving! #AOG #AndrewOnTheGo #Parenting #MoneyLessonsForKids #ATeam #FinancialPlanning #GenerationalWealth #FamilyFinance #WealthHabits #FinancialLiteracy #KidsAndMoney #MoneyHabits #FamilyWealth #SmartMoneyMoves #ParentingWin
Thinking about selling a business? The amount you can bank on might surprise you.
1:53
Thinking about selling a business? The amount you can bank on might surprise you.
1:53
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. Please contact us to determine the states in which each representative is registered.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.