EBA Wealth Strategies

02/22/2023

One of the best ways to teach kids about money is to allow them to practice making financial decisions. How have you helped your children or grandchildren learn the basics of money management?

Here’s how you can teach your children how to save, spend, and grow their money wisely.

12/16/2022

From investments aligned with personal values to embracing technology, learn how Gen Zers and younger millennials can start building a portfolio that works for them.

It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

11/02/2022

When it comes to saving for college, is your family tapping all the potential sources available to you? Let’s connect to discuss your options.

Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.

10/20/2022

Is your once empty nest no longer so empty? Consider these personal and financial tips if your adult children move (back) in.

There are some crucial financial and personal aspects of this living arrangement to consider before moving home.

09/27/2022

What lessons would you add to the list?

To be happy and independent, kids need to know a thing or two about money. Here are five suggestions for helpful money lessons that parents should share with their children as they grow up.

07/29/2022

Is your teenager interested in investing? Together, we can help your child understand investing by discussing goal setting, building a diversified portfolio, and more.

You can start teaching your kids the basics of investing at any age. From opening an investment account to dabbling in stocks, here’s what you need to know.

06/30/2022

Are you still financially supporting your adult child? Let’s review your portfolio and ensure your own financial situation is secure.

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04/22/2022

Teaching your kids how to manage money can help them establish solid financial habits to last a lifetime.

03/11/2022

Many seniors and their adult children avoid talking about aging and long-term care planning. But sidestepping the issue can be risky. Use these tips to get the conversation started and ensure your family is prepared for whatever may lie ahead.

The ideal time to begin talking with your parents is before they need care.

02/25/2022

The earlier you start planning, the greater your chances of achieving your retirement goals. When did you start saving towards retirement?

Start where you are with what you have.

02/24/2022

When planning for retirement, it’s important to be able to discern fact from myth. If you have questions about your retirement plan, let’s review it together.

02/18/2022

Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and build a balanced portfolio.