SmartPlan Blog

SmartPlan Investing
June 9, 2022

Growing up I did not learn how to successfully handle money. I'm not blaming my parents. They did their best, but I've learned a few hard lessons along the way and want to share these with you. Believe it or not, our kids really do learn a lot from what we as parents do and do not do. I learned my money behaviors from my parents, and my daughter learned hers from me. We hope we are breaking that cycle.

If you did not learn how to successfully handle money, you may learn a few helpful tips for yourself while training your child in a more successful way to deal with money. Today, we will talk about how to teach our children successful money habits such as: earning money, giving back, saving and investing, debt and credit, and most people's favorite... spending.

Author: Jennifer Foster Investor Coach with SmartPlan Investing

With the beginning of a New Year upon us, many of us are dreaming of the endless possibilities a fresh start can bring. There seems to be so much optimism in the air this time of year, yet it seems to fade out so quickly. How many of us resolved to lose weight or to get fit just about every new year? We might start out strong, but within days or weeks we give up. Despite our best intentions our efforts don't last. Why is that? According to recent research by Static Brain Research Institute 45% of Americans say they usually make New Year's resolutions, but only 8% report successfully achieving their goals. How can we keep the optimism alive and achieve our resolutions and goals in 2022?

Do you want in on the secret I learned and have been applying in my own life? Let's explore how to create resolutions we can fulfill in 2022.