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
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”