Passing the Baton of Financial Literacy to the Next Generation

We all have a story of someone in our lives who is either exceptionally good with managing money or conversely, someone who struggles to avoid common financial mistakes. There is debate in terms of whether people are inherently good or poor money managers. We believe that given the correct tools, people who struggle can vastly improve the way they handle their finances.  One of the long-time passions of our investment practice is promoting and encouraging financial literacy for the younger generation.  We’ve ramped up our efforts in this area over the past year – in part because of the tremendous efforts of Shane.

Shane has spent hours connecting with younger folks anxious to develop good habits and learn about financial planning systems that will pay substantial dividends in the future. If you have a younger person in your life who you think would benefit from spending some time with us, let us know and we’ll set up a meeting – either in person or via Zoom !

Some of the various topics we cover:

  • Savings
  • Budgeting
  • Loans
  • Mortgages
  • Spending habits
  • Saving for retirement
  • The power of compounding
  • Establishing good credit