Kids and Money Archives - Retire to Abundance

Why family legacy meetings are essential to your famliy and finances

Why Annual Family Legacy Meetings Are Essential to Your Family and Finances

Charitable Giving, Family Legacy Meeting, Investing, Kids and Money, Retirement / Tyler Meyer, CFP®

I have had the opportunity to see and help hundreds of families deal with the transfer of assets after the passing of a loved one. All the smooth transitions had a single commonality; the plan was communicated clearly, and often multiple times over many years. I’ve witnessed firsthand the importance of proactive financial planning and […]

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Best Money Lessons. Blog Image of grandfather and grandson walking.

The Best Money Lesson My Dad Ever Taught Me

Kids and Money / Tyler Meyer, CFP®

It’s funny how some memories from our childhood stick with us, becoming a part of our identity and shaping our future. One such memory that has always stayed with me was the result of overhearing a conversation. When I was young my brother and I had a mowing business, and this particular day my dad

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Image of child studying for blog of why not to use 529 plans.

Why This Advisor Refuses to do a 529 Plan for His Children

529 Plan, Kids and Money / Tyler Meyer, CFP®

Let’s talk 529s…A 529 Plan is a is a tax-advantaged plan for education savings. Understanding and leveraging tax advantages is one of the biggest value propositions afforded to the clients that work with me, so why the heck would I not utilize these tax advantages for my own children? How a 529 Plan Works Ultimately

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Blog image for tips to teach kids about money

Practical Tips for Teaching Kids About Money

Kids and Money / Tyler Meyer, CFP®

As many of you reading this blog probably know, I have six children who range in age from nine to nine months. Obviously, our kids are still young, so the jury is still out on whether we have raised financially responsible children, however we have had some recent wins in the teaching money values department.

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Using Grass to learn about what's important for retirement.

We’re Not Raising Grass, We’re Raising Kids

Kids and Money / Tyler Meyer, CFP®

Spring is in the Air There was some beautiful weather over the weekend. Things are starting to warm up and signs of spring are starting to manifest themselves more and more. Personally, I’m not much of a cold weather fan, so these signs of changing seasons have put a little extra spruce in my step.

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