Updated Thursday, April 24, 2014 as of 12:11 AM ET
How to Have the Money Talk With Kids
Rene Ann Pochop, a financial planner in South Burlington, Vt., talks about money all day in the office. But that doesn't mean she wasn't surprised when she started hearing financial questions at home from her 17-year-old daughter.
"'Do you have money set aside for college? How much do you have? I don't want to go in debt,'" Pochop recalls her daughter saying. "I can't believe she is saying these things," adds Pochop, whose namesake firm has about $17million under management. "Maybe she just got that attitude about money by osmosis."   more »
More in College Savings Plans
In the wake of this week's landmark gay rights decision from the Supreme Court, financial advisors have as many questions as answers for their same-sex clients about how the ruling with impact their wealth management, tax and estate planning. more »
As Congress looks to raise revenue by eliminating tax exemptions, could 529s, which cost the government nearly $2 billion a year in lost revenue, be on the chopping block? more »
Lists
Advisors on the Move: Cambridge Snags $500 Million Team

Current Issue

The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here