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The Simple Dollar: Five Money Conversations to Have With Your Kids Before They Go To College

When talking with clients, we often arrive at the sensitive subject about teaching kids about the value of money. It’s especially hard now because it rarely is included in school curriculums.

Mia Taylor of the Simple Dollar quoted me in her article on this subject called “Five Money Conversations to Have With Your Kids Before They Go to College.” She even highlights that our firm has been presenting about financial literacy at local schools because we think it’s so important, which originated in our “Investing In Women” initiative.

If you have more questions about how to address financial education with your kids or if you have questions yourself, please feel free to contact me anytime.

ABOUT THE AUTHOR

With more than 25 years of financial service experience, Liz personalizes her approach by providing clients with integrated, objective wealth management strategies. Before joining EP Wealth Advisors, Liz spent 2 years with UBS Financial Services and 7 years at the JP Morgan Private Bank in Denver. She provided comprehensive wealth management advice to high net worth clients and was recognized in Barron's as a Colorado Top Financial Advisor. Prior to moving to Denver in 2006, Liz worked in Boston for 16 years. She advised clients in her role as Portfolio Manager at State Street Global Advisors. Liz began her investment career at Loomis Sayles after graduation from Middlebury College in Vermont. She earned her Chartered Financial Analyst designation and attended the American Bankers Association Graduate Trust School at Northwestern University.

In her free time, Liz enjoys spending time with her family, including her 7 year old daughter Alexandra.

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