Tips for Parents and Kids

Parents and kids, it’s time to learn!  The longer you wait to embark on some time tested and valuable strategies for setting your financial course, the more reward you will miss out on. Start today by clicking on one of the links below and LETS GET STARTED!!

Let’s start with the basics!

Be ready to face the business world. 

Consider learning about these and acting on them by the time you turn 18!  

You can do it!!

  1. Open a checking and savings account.
  2. File a tax return
  3. Make a budget
  4. Set up an automatic monthly transfer
  5. Open an IRA or Roth IRA Account
  6. Process an educational planning worksheet
  7. Set a savings goal
  8. Open a credit card
  9. Learn about stocks
  10. Learn about bonds