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Millennial Parents Face Economic Hardships

Young Invincibles report the plight of Millennial parents

I just finished reading a report from Young Invincibles describing the financial hardship facing Millennial parents.  The economic tsunami of lower income coupled with the higher costs of raising a child and being saddled by student debt is taking a toll on this generation of future leaders.  My heart goes out to this group as they attempt […]

Munny Journey Money Mountain

Free Baby Shower Gift: Munny Mountain Chart

You can download a free copy of the Munny Mountain Chart; a cute idea that serves a dual purpose.  First, it can be used to measure the height of your child as they grow. Not only that, it can measure and chart your child’s investment success. Munny Journey teaches the principle of compound interest at […]

elephant piggy bank Munny Journey

Can People Really Change Their Financial Habits?

I recently read an article asking this question: can people change their financial behavior? The article went into different budgeting and savings systems that demonstrated how to mentally reposition savings that changed most outcomes. The elephant in the room is that millions have already changed their financial habits by participating in 401(k) plans or making IRA […]

Teach Kids About Money Using Starbucks

Investomom Strategy: Help Your Kids Understand Investments

How to use Starbucks to teach good munny habits: Two weeks ago I purchased 20 shares of Starbucks for a seven year old child client that had expressed an interest in investing.  His mom took my young client to his new investment (Starbucks) after school.  Mom explained that he was now a partial owner of […]


What do Investomoms Want?

“The most important thing to me is raising kids who are financially responsible. Some responsibility will have to be learned in adulthood, but much of it can be learned at home.” – Natalie, Investomom Taking care of their family and themselves is a top priority for Investomoms. Financial security is always on the radar screen.  Money […]


What is an Investomom?

Investomoms are all about financial security.  This new breed of investor can see into the future to protect their kids and families from financial procrastination.  Each addition to the family starts a financial clock that she addresses with proactive vigor.  Investing a dollar a day into a growth mutual funds will help offset known events […]

Kids and money

The Biggest Mistake(s) Parents Make When Teaching Their Kids About Money

The biggest mistake parents make when teaching their kids about money is not starting early (if at all).  Kids are sponges.  Look how fast they learn.  Why do we read to our kids?  But, what should we read? Parents are the mentors and coaches for the next generation.  Create a well-balanced life by teaching the […]

Won’t my kids end up spoiled if I start saving money for them from the day they are born?

spoil (from Google) verb  1. diminish or destroy the value or quality of. “I wouldn’t want to spoil your fun” 2. harm the character of (a child) by being too lenient or indulgent. “the last thing I want to do is spoil Thomas” Should you teach your child a life skill that creates financial security?  […]

Teach your kids about money

Should I teach my kids about money, even if I’m not good with it?

I’m often asked, “Should I teach my kids about money, even if I’m not good with it?” The answer is an emphatic yes! Just think of all the things parents do to help their kids have a chance at success.  The countless hours of lessons, coaches and school projects.  All the books, summer camps and […]

College Students and Money Management

How do you deal with (no) money as a college student?

“Going to school… bank account dwindling… what should I do?” I love this quote: “If you do what is easy life will be hard, but if you do what is hard life will be easy.” You stand at a critical juncture in your young adult life as a college student. Look around and observe what […]