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Tag Archives: saving

Kid's Banks

Teaching a 4-Year-Old Good Money Habits: Spend, Save, Share, Invest

By Ara Oghoorian |

By Matt Crisafulli. We recently celebrated my daughter’s 4th birthday and I think she is finally at the age where she can begin to understand the concept of money, and what it should (and shouldn’t) be used for. For her birthday, while her grandparents got her the toys she REALLY wanted, I went the… Read More »


Five Realistic Strategies to Help You Save for a Down Payment

By Ara Oghoorian |

Written by Matt Crisafulli, EA, CFP® This is part 1 of a 3-part series on readying yourself to purchase real estate. Despite what you may have heard about the desire for home ownership being on the decline, saving for a down-payment on a home is consistently one of the top short-term goals for our clients…. Read More »

Teaching Your Kids about Money, Saving, and Investing

By Ara Oghoorian |

It is never too early to start teaching your kids about saving and investing. Here’s a straightforward article written by Geoff Williams of U.S. News & World Report on how to do just that. What Your Child Should Know About Money By Key Ages  Image and article originally posted on U.S. News & World Report

April ACap ReCap – Your Personal Finance Questions Answered

By Ara Oghoorian |

1. Can I open a Roth IRA for my kid(s)?
2. What is a target-date fund?
3. How can I tell if I’m paying hidden fees on my investments?
4. Do I need an estate plan?

FDIC insurance is set to expire at Year-End 2012

By Ara Oghoorian |

The unlimited FDIC insurance on IOLTAs is set to expire at Year-End.