Remember that New Year’s Resolution way back at the beginning of the year? Well it’s a great time to get back in action. Here are a few ideas you can easily do from the comfort of your home online with your tablet/computer and a phone.Read More
Author: Laura Knolle
Since I do financial planning for a living, financial literacy is very important to me. I have two high energetic boys, Jonathan (age 4), and Jordan (age 1) and I want to raise my kids to be financially smart. I have given a lot of thought about how to teach the boys about money and asked for advice from friends who also have young children. I finally felt that I just needed to start something, see how it works, and adjust as needed. My financial literacy goals were simple:
Set the groundwork to learn the basics of money
Use money as a reward to incentivize good behavior
Most importantly, make it fun.
Because of my background in wine, some of my clients will ask me not only about traditional investments, but investing in wine itself.Read More
Before we merged with EP Wealth Advisors, our team thought about how the values and our culture at Donnelly Wealth Advisors would align, and how happy we were to find EP Wealth Advisors.Read More