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Next Gen Money Tips

Next Gen Money Tips

June 27, 2024

Learning to have a healthy relationship with money can start early.

We explore a few smart money management tips to help build a strong foundation in personal finance for your children:

When they’re little . . .

Introduce the value of money: Allowances and chores can be a good first step in creating a strong work ethic.

Emphasize saving: Encouraging kids to save for what they want helps with the concept of delayed gratification.

Comparison shopping: Help them understand finding quality at a bargain 

When they’re teens . . .
Introduce them to investing: Custodial brokerage accounts can be a great learning tool (there may be unique tax considerations, so work with an advisor to ensure what’s appropriate).

Teach the importance of credit: Discuss the importance of being responsible with credit & the difference between debit cards & credit cards.

Consider a Roth IRA: If your child is earning income, they can benefit from decades of potential compound growth.

*Some IRAs have contribution limitations and tax consequences for early withdrawals. For complete details, consult your tax advisor or attorney.