Your Guide to Financially Intelligent Parenting

Results Oriented Trust Environment - ROTE™ The way it's been: If you are a parent, are you concerned that inherited wealth will have a negative effect on your children's attitude towards money and … [Read More...]

“If you thought explaining the birds and bees was difficult, just wait until your children start asking questions about family finances.” -Jon & Eileen Gallo We consult with parents, … [Read More...]

Our interactive discussions and work shops for advisors and their clients combine expertise in estate planning and psychology with practical tips and humor. As an attendee at an advisor’s … [Read More...]

In Part One we examined four of the beliefs of financially intelligent parents: Financially Intelligent Parents Are optimistic about their ability to change money behaviors. Financially … [Read More...]

After our second book, The Financially Intelligent Parent, was released, we got a lot of questions about just what is a “financially intelligent parent?” Were we talking about a parent who knew … [Read More...]

In the real world, you can be staggeringly eloquent about fiscal responsibility and tell spellbinding stories about money, and your child may not hear a word you say. As much as you may want to talk … [Read More...]

In our last column, we began sharing some ideas when it comes to helping your kids connect money and values. Here are some more. Help your children understand the … [Read More...]

Because money is so loaded with meaning for most of us, it is not unusual for our behavior with money to be in conflict with our other values. Using money to buy things because … [Read More...]

"Helping families cope psychologically is essential for developing the refined financial intelligence most clients are seeking today." --Eileen Gallo, Ph.D. Eileen Gallo is a licensed … [Read More...]
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