Financial Planning, Forbes, In the News, Financial Planning News

You Owe Your Children Financial Hygiene

Posted On December 26, 2019 By Clarfeld

"As a financial advisor, at the start of a new client relationship, I assess the financial literacy of the client's children as well as that of the client. We discuss the importance of including financial education as part of our agenda. When it comes to kids, I have found it very effective to focus on the financial principles that will help the next generation grow, protect, and administer the wealth they ultimately will earn as well as inherit." - Rob Clarfeld

Source: https://www.forbes.com/sites/robclarfeld/2019/12/26/you-owe-your-children-financial-hygiene/#6cb6c9813424

This entry was posted in Financial Planning, Forbes, In the News, Financial Planning News. Bookmark the permalink.

Categories Latest Posts Archives