Financial planning, an outcropping of the services typically provided by a stock broker or account executive, include investment advice, insurance sales, retirement planning, and various other assessments and planning to meet financial goals.
April is financial literacy month so we'll finish out the month with an article about teaching kids how to manage money by Doug Lebda, Chairman & CEO of LendingTree.com. "If children don't learn the principles of saving, spending and charitable giving at home, they don't learn it at all. Financial literacy is not taught in our schools and more importantly, parents need to impart their own personal financial values onto their children." (While Utah high school students may take one class in personal finances, parents need to play a much larger role in educating and guiding their children, starting well before high school.)
Lebda recommends: Start early, Engage your child, and Don't simply do what the neighbors do.
