Loftin Financial services

Loftin Financial services Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. No offers may be made or accepted from any resident outside the specific states referenced.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of Alabama and Georgia.

This three jars method is great for teaching grandkids money management. If you’ve never heard of it, take a look at thi...
09/09/2026

This three jars method is great for teaching grandkids money management. If you’ve never heard of it, take a look at this explanation.

The 3 jar money system encourages kids to learn about budgeting by splitting their money into saving, spending, and giving categories.

It's so easy to give your grandchildren whatever they want, right? Well, how about giving them some important life lesso...
09/08/2026

It's so easy to give your grandchildren whatever they want, right? Well, how about giving them some important life lessons instead... and save the ice cream for tomorrow!

Your job isn’t to spoil your grandchildren, it’s to spend quality time with them, teach them and lead by example. Try these three tips for a healthy relationship as a friend and money mentor.

If your teen or tween grandkids haven’t grasped the concept of money management yet, don’t panic. These apps are designe...
09/07/2026

If your teen or tween grandkids haven’t grasped the concept of money management yet, don’t panic. These apps are designed to help them!

It’s never too early or late to teach your kids how to handle their finances. These apps will help them learn how to spend, save, and share.

Since it’s inevitable that your grandkids will be on devices, you might as well have an app handy to reinforce good mone...
09/06/2026

Since it’s inevitable that your grandkids will be on devices, you might as well have an app handy to reinforce good money habits. Try these!

Money can be a difficult subject to teach your kids about. Thankfully, there are great money apps for kids that can make this easier and fun.

While it’s natural to want to financially take care of your grandchildren, there are some missteps you should avoid. Rea...
09/05/2026

While it’s natural to want to financially take care of your grandchildren, there are some missteps you should avoid. Read these helpful best practices for navigating the topic of money with grandkids.

Financial planners attest that money matters can strain relations between generations when it comes to the grandchildren. Here are some key areas to consider as you navigate money and grandkids.

A great way to pass along the value of money to your grandkids is through reading books together. Need help choosing som...
09/03/2026

A great way to pass along the value of money to your grandkids is through reading books together. Need help choosing some? Check these out.

These titles offer many lessons about money, making them excellent resources for teaching kids about earning, saving, and spending.

Sure, you can just hand over cash to your grandkids. But there are other ways to give that will have a greater impact on...
09/02/2026

Sure, you can just hand over cash to your grandkids. But there are other ways to give that will have a greater impact on their future.

If you've been giving your grandchildren cash, now is a good time to rethink that. Other financial gifts will help teach them the value of money and set them up for life.

Your last child is off to college - you did it! Now what? Vacation time! Here’s a great article that offers suggestions ...
08/28/2026

Your last child is off to college - you did it! Now what? Vacation time! Here’s a great article that offers suggestions for planning a trip, as well as some destinations to consider. Give it a read!

Vacations are different after the kids leave & the grownups become empty nesters. Use this list to make your bucket list for US vacation ideas for empty nesters

Address

3800 Colonnade Pkwy, Suite 600
Birmingham, AL
35243

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12058749138

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