Author Archives: Charles Tran – CFP®

From Cash to Credit: A Family Guide to Raising Financially Confident Kids

One question comes up often in financial conversations with the next generation: When should I start thinking about setting my children up with a credit card? In my own conversations with families, the credit card question usually starts as a logistics question, but it quickly opens the door to a much bigger family conversation about values.

Financial Planning as a Lifelong Journey

Smart financial choices at every age can pave the way for stability, success, and ultimately achieving a wealthier life. Here is a look at key financial considerations starting from birth to your 70s and beyond. Please note that this list is not exhaustive and may or may not apply to everyone. 0-19 529 College Savings