Family Finances

Aging in Place: Senior Services That Can Help Your Aging Parents Stay in Their Homes

Have an aging parent that needs additional care? Eric Brotman discusses Carenextion and other services available to seniors and their caregivers with Deb Taylor, CEO of Senior Community Services. During the episode: The financial and emotional…

Grooming your Children for the Family Business

Eric Brotman discusses retirement for one generation of a family business and transferring business responsibilities with family business expert Henry Hutcheson. In this episode: ● Retirement for one generation of a family business often hinges…

The Allowance Ship Has Sailed: Keeping Your Grown Children From Sinking Your Retirement Plans

Published on Forbes.com Your children have grown up and graduated from college. They’re doing the “adulting thing,” as they may say. No longer paying tuition—if you were footing the bill—is a financial relief in itself, but here are more steps you should take to make sure your adult children don’t jeopardize your retirement plans. Read

Setting Up Our Kids For A Successful Retirement

Published on Forbes.com Babies don’t stay babies for long. What can you do now to set your kids up for a successful retirement? Read More

Effective Financial Literacy Tips for Parents

The Money Jar Podcast Description: Financial literacy is important to teach to children as early as possible. The issue is how to make something as complex as finances in a clear, simple manner. On this episode, the Money JAR team talks with a parent and professional financial advisor about ways that he is teaching his

From Diapers To Daycare: Financial Planning For Growing Families

Published on Forbes.com Having kids will likely be the best gift you ever give yourself—and also the most expensive. Be sure to consider the costs that will continue to add up as your kids grow into teenagers and adults. Here are some of the financial considerations to think about when growing your family. Read Article

Getting Married? It’s Time To Plan For Retirement

Published on Forbes.com Planning for a marriage doesn’t end at the wedding planning. You’re no longer planning your finances independently. Making sure you’re prepared to retire as a couple means starting to think about your financial situation even before you put on the rings. Read More