Wealth Wise: A Financial Literacy Series

The Mentor’s Mindset: Setting the Stage to Bring Financial Literacy into the Home

In episode #1 of our Financial Literacy Month series, “The Mentor’s Mindset,” our Family Governance team provides essential guidance for parents aiming to introduce insightful discussions and foster learning opportunities around wealth and financial education with their children.

Laying a Foundation: How to Introduce Financial Topics to Young Kids

In episode #2 of our Financial Literacy Month series, “Laying a Foundation: How to Introduce Financial Topics to Young Kids,” our Family Governance team presents 10 opportunities for integrating conversations and best practices related to money into your family’s daily life, laying the groundwork for lifelong financial confidence in children. Through engaging discussions and actionable strategies, parents can provide valuable tools and resources to empower the next generation with sound financial principles from an early age.

Providing Practice: How to Help Teens Build Financial Confidence

In episode #3 of our Financial Literacy Month series, titled “Providing Practice: How to Help Teens Build Financial Confidence,” Whitney Webb and Rachel Gil, leaders within our Family Governance team, offer valuable insights on empowering the next generation. They share practical tips aimed at fostering financial confidence in teenagers, guiding them to embrace their individuality and fully comprehend the responsibilities of wealth.

Fostering Autonomy: Supporting Young Adults in Managing Their Finances

In Episode #4, titled “Fostering Autonomy: Supporting Young Adults in Managing Their Finances,” Whitney and Rachel delve into a range of strategies aimed at facilitating a smooth transition from teen to young adult. Their insights focus on empowering individuals to take ownership of their financial responsibilities, fostering autonomy and independence as they navigate into adulthood.

View additional financial literacy resources here.

LinkedIn
Print
Cresset Favicon

About Cresset

Cresset is an independent, award-winning multi-family office and private investment firm with more than $60 billion in assets under management (as of 11/01/2024). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.

Receive Weekly Market Updates

From Chief Investment Officer, Jack Ablin.