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Kids

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All Blogs | Financial Planning | Kids | Stocks

Rewarding Recklessness: Teaching Young Investors to Take Serious Risks

October 19, 2022 by Aaron Puttroff

  Drivers’ education has to be, hands down, the most boring class in high school. In home economics (if they still have it) you get to experiment with fun desserts. … Read More

All Blogs | Debt | Financial Planning | Insurance | Investments | Kids | Personal Planning

15 FINANCIAL RULES TO LIVE BY

February 2, 2021 by Aaron Puttroff

15 FINANCIAL RULES TO LIVE BY The 15 Financial Rules are a checklist for our uncommon approach to financial thinking.   PROTECT YOUR TODAYS 1. Protection First: Protection should always … Read More

All Blogs | Financial Planning | Kids

Warren Buffett: This is the No. 1 mistake parents make when teaching kids about money

August 26, 2020 by Aaron Puttroff

Here is a great article about what Warren Buffett says is the No. 1 mistake parents make when teaching kids about money. Check it out HERE.

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  • HOME
  • ABOUT
  • OUR TEAM
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    • Strategic Retirement Planning for Business Owners
  • RESOURCES
    • Newsletters
    • Blog
    • Videos
    • Business Planning Whitepapers
    • Cash Flow Mapping
    • Business Valuator
  • CONTACT