How to Write a Multi-generational Family Values Statement – Step Three
Our family (my spouse and I, our two sons and their wives) have been working on a values statement for quite some time. I have written about our past steps in: How to Write...
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Asset Allocation – Make It Your Own
Investments do better if you spread out your risks over various asset types. The goal of allocating to different classes is to have some that do well in good times and have others that...
Financial Lessons for Your Horse Lover
Teaching children about money and the values that surround it is an important, but often neglected parental duty. I’ve written several stories aimed at children that attempt to convey the money messages I’ve learned...
Year End Money Moves for the Wealthy
Towards the end of the year, wealthy folks are not only thinking of the Thanksgiving Day feast and Christmas morning, but are also taking steps to wrap up their money year in the best...
Six Easy Estate Plan Checkup Tasks
No one likes to think about death and no one likes to spend precious time dealing with something that will happen after they die. You are doing this only for those who come after,...
Are You a Maker?
Last year I watched the PBS documentary Makers – which told the history of the feminist movement from the 1950’s through the 1990’s. As I watched, I started feeling guilty about not having participated more...
Roosevelt’s Wealth Building
Ken Burns has done it again. He has created yet another fascinating documentary – this time one about Teddy and Franklin Roosevelt as well as Eleanor. We’ve been watching the 9 part series on...
2014 Grandma Rie’s Money Camp Activities and Resources
Teaching the next generation to successfully handle money and personal finances is normally a family responsibility. Although parents bear much of the burden to teach, train and model good personal finance, extended family members...
A Banking Project for You and Your Kids
Each year, I invite my Grandchildren to a one week overnight camp I call Grandma Rie’s Money Camp. During that week, we focus on personal finance concepts, activities, projects and fun. This year’s camp...
