Parenting

Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.

Top 5 Considerations When Shopping for Life Insurance

Any expected death is always a tragedy. But if the person who passed away was earning a large percentage of a family's income, it can...

Donovan Carson

Mar 11, 20243 min read

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

Receiving an inheritance brings with it a wide range of emotions - grief for the loved one you lost and eagerness or excitement for the...

Donovan Carson

Mar 10, 20245 min read

53 wealth books to make your family happier, richer, and wiser

A curated collection of timeless wisdom distilled from the lived experiences of those who have traversed the realms of wealth, money...

Donovan Carson

Mar 10, 202423 min read

How To Pass On Your Financial Values to the Next Generation

In the next two or three decades, it is expected that a great wealth transfer will occur. It should come to no one's surprise that a...

Donovan Carson

Mar 8, 20243 min read

A Guide to Dividing Your Estate Unequally

Dividing your estate among family can be complex and sometimes difficult. Nevertheless, not having a will may lead to more complications...

Donovan Carson

Mar 8, 20244 min read

Planning Inheritances for Your Children

As a parent, it can be nearly impossible to sleep soundly knowing that your children are not financially stable, whether toddlers or...

Donovan Carson

Mar 8, 20244 min read

Teaching Children Financial Literacy

Parents share many private things with their children, hoping that the information will help them grow into successful adults. But there...

Donovan Carson

Mar 8, 20243 min read

[Infographic] True Cost of Being a Pet Owner

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 8, 20241 min read

How Much Allowance Should You Give Your Children?

An allowance is a tradition of childhood. Maybe your parents gave you a specific weekly or monthly sum you used to get all the little...

Donovan Carson

Mar 8, 20243 min read

Using 529 Plans to Pay for Private K-12 Expenses

The Tax Cuts and Jobs Act introduced legislation that could benefit those with 529 plans in place to pay for college. Under the new law,...

Donovan Carson

Mar 8, 20243 min read

5 Money Hacks for First-Time Parents

Becoming a parent for the first time is both exhilarating and frightening at the same time. In most cases, many first-time parents are so...

Donovan Carson

Mar 8, 20243 min read

6 Ways to Start Helping Your Kids Manage Their Money

Helping your children learn to manage money at a young age can give them a solid foundation and teach them the true value of money....

Donovan Carson

Mar 8, 20243 min read

6 Financial To-Do's for New Parents

Having a new baby is a much-anticipated event. While growing a larger family brings added joy and love to your household, it can also...

Donovan Carson

Mar 8, 20244 min read

Infographic: How to Talk to Your Kids About Money

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 8, 20241 min read

Having a Baby? 8 Financial Decisions To Make Over the Next Nine Months

Bringing a baby into the world can be exhilarating, and the anticipation of change can often be overwhelming for new parents. Suddenly,...

Donovan Carson

Mar 8, 20245 min read

Infographic: 5 Money Hacks for First-Time Parents

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 8, 20241 min read