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Posts you may be interested in

Posts 1 - 7 of 7
Getting the Grade in Personal Finance Starts With You
2/09/17
Posted in Financial Education
  • Family & Finance
  • Personal Finance

We sign our kids up for afterschool sports or orchestra or the drama club because they are good activities and teach important skills: persistence, discipline, making trade-offs. They can look back after the semester and see how far their hard work and consistent practice has gotten them. Yet we don’t approach their financial education the same way, if we approach it at all.

Read Post
 
Webinar Replay: Talking to Your Children About Money
2/09/17
Posted in Financial Education
  • Credit & Lending
  • Family & Finance
  • Financial Planning
  • Investing
  • Personal Finance

Our panelists discuss lessons and strategies that have enabled them to effectively engage clients’ children to nurture financial savviness with moderator, Liz Moyer, a leading financial journalist for The Wall Street Journal and The New York Times.

Read Post
No Child is too Young or too Old to Learn About Money
2/06/17
Posted in Financial Education
  • Credit & Lending
  • Family & Finance
  • Financial Planning
  • Personal Finance

How prepared are your kids to tackle lifestage financial decisions, such as buying a first home? Most parents are concerned about setting a good financial example for their kids, but fewer than half actually talk about money at home.

Read Post
What Every College Graduate Needs to Know About Financial Planning & Investing
12/20/16
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Investing

It’s difficult to match the intensity and excitement of graduating from college and setting out on life’s journey. Personal finance certainly doesn’t hold a candle to it, but careful planning can help smooth the way for those just starting out after college.

Read Post
Children and Wealth: Getting The Conversation Started
12/02/16
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Investing
  • Personal Finance

Building wealth over the long term takes hard work and careful planning. But wealth creators often need help to teach their children how to use money responsibly...

Read Post
Age 30-39: Discussion Guide For Financially Savvy Children
11/11/16
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Personal Finance

The discussion guide and checklist will help you start financial conversations with your children by providing practical questions to ask, topics to cover and suggested activities to follow.

Read Post
Age 22-30: Discussion Guide For Financially Savvy Children
11/10/16
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Personal Finance

The discussion guide and checklist will help you start financial conversations with your children by providing practical questions to ask, topics to cover and suggested activities to follow.

Read Post
Posts 1 - 7 of 7

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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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