Skip to main content

Laurel Wealth Management, LLC

  •  Tel: 813-252-0799
  •  
  •  
  •  

Laurel Wealth Management, LLC

  • Home
  • About 
    • About LWM
    • About Lori
    • Partners
  • Services
  • Contact
  • Blog
  • Account View

We Are Focused On

building your family's financial legacy

    You are here

  1. Home
  2. Blog

Blog

Using Story Time to Teach Your Pre-Schooler Money Lessons

Submitted by Helping Families Build A Financial Legacy on August 12th, 2016

Do you have a child or grandchild you’d like to teach lessons about money?  Story time is a fun way you can teach (or sneak in ) money lessons about saving and spending.  A book I recently used at the local library is Bunny Money by Rosemary Wells.  The children and parents enjoyed the story and it includes several money lessons you can make interactive.

Tags:
  • bunny money
  • financial legacy
  • financial literacy
  • max and ruby
  • money lessons
  • preschool
  • story time
  • Read more

5 Financial To Do's for a New Parent

Submitted by Helping Families Build A Financial Legacy on July 1st, 2016

1) Develop an Estate Plan 

Tags:
  • baby
  • education planning
  • estate planning
  • finances
  • financial planning
  • new parent
  • pregnancy
  • Read more

Life After College--Financial Tips Before You Buy a New Car

Submitted by Helping Families Build A Financial Legacy on July 1st, 2016

Congratulations college grad! You’ve spent the last four years on a shoestring budget dining on cold pizza and driving a 2005 Honda Accord hand me down from your mother.

Tags:
  • college graduate
  • financial legacy
  • financial planning
  • financial tips
  • saving
  • young adult
  • Read more

New Job? What are the options for your 401 K?

Submitted by Helping Families Build A Financial Legacy on June 22nd, 2016

New Job?  Options for Your 401K IMG_2208.jpg

Tags:
  • 401 k
  • investment
  • new job
  • retirement planning
  • Rollover IRA
  • Read more

Building A Financial Legacy, Teen through Early Adult

Submitted by Helping Families Build A Financial Legacy on June 8th, 2016

The teen through early adulthood years provide a time when your child can practice making money decisions under your guidance.  Here are four areas to discuss with your child:

 

Tags:
  • financial legacy
  • financial planning
  • parenting
  • teen budgeting
  • teen savings
  • teenagers
  • Read more

Building a Financial Legacy, Part II

Submitted by Helping Families Build A Financial Legacy on May 23rd, 2016

Time moves so fast when you have children. One minute you’re changing diapers and the next you’re watching a confident kindergartner walking into the classroom. Now that your child has reached school age, here are a few ways to teach them about finances through pre-teen years. 

1) Open a Savings Account 

Tags:
  • estate planning
  • financial legacy
  • financial literacy
  • parenting
  • savings
  • teenagers
  • Read more

Pass on more than just a financial legacy - create a time capsule

Submitted by Helping Families Build A Financial Legacy on May 23rd, 2016

I love looking through old family albums and scrapbooks, especially those dating back to my great grandparents.

Tags:
  • 1st birthday
  • baby
  • legacy
  • Lori Nadglowski
  • new parents
  • Read more

How do you build a financial legacy?

Submitted by Helping Families Build A Financial Legacy on May 9th, 2016

How do you build a financial legacy?Think back to your childhood—did you diligently save your money in a piggy bank or spend it as soon as you heard the ice crea

Tags:
  • education planning
  • estate planning
  • financial legacy
  • Read more

Turning Your Child’s Room into a _______

Submitted by Helping Families Build A Financial Legacy on April 29th, 2016

Three things you can do to help your school-aged childrenWhat’s the first step in turning your child’s room into something spectacular like a movie room, wine cellar, or shoe closet?  Make sure your

Tags:
  • financial legacy
  • Read more

Meet Lori!

Submitted by Helping Families Build A Financial Legacy on April 25th, 2016

 

 

Tags:
  • Lori Nadglowski
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • next ›
  • last »

Tell a friend 

Book a Discovery Meeting

3030 North Rocky Point Drive West, Suite 700, Tampa, Florida 33607-7200 United States

Privacy Policy

 

3030 North Rocky Point Drive West, Suite 700
Tampa, Florida
33607-7200 United States

  •  Tel: 813-252-0799
  •  info@laurelwm.com
  • Like me on Facebook 
  • Follow me on Twitter 
  • Connect with me on LinkedIn 

Securities offered through LPL Financial, member FINRA / SIPC.

Investment advice offered through Independent Financial Partners (IFP), a Registered Investment Adviser, Laurel Wealth Management and IFP are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maryland, New York, North Carolina, Ohio, Virginia, Wisconsin

© 2019 Laurel Wealth Management, LLC. All rights reserved.

Website Design For Financial Services Professionals