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I love sharing my 30+ years of experience with the media (and then the general public). I was recently asked to discuss some lessons that middle-class families can learn from the wealthy about managing their money. I was quoted throughout the article. #financialplanning #wealthmanagement https://lnkd.in/gmZCG2MU

What is the best financial advice you’ve received? Check out what our Everence team in Central Penn has to say in the Spring 2024 issue of Balance Magazine, a publication of LNP Media Group. Hear from Amanda Rock, Diana Voth, Emily Miller, Doug Umble, Scott W. Tryon, Lynette Morales, Kyle Keen, MHA, CCWS. #FinancialTips #LancasterPA #BalanceMagazine #BestFinancialAdvice

Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation

Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation

Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation

Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation

Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://buff.ly/3WFEJim #wealthpreservation

Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://buff.ly/3WFEJim #wealthpreservation

Surprising research shows most families lose their wealth by the third generation due to misaligned money values and poor financial education. Learn how defining shared principles can help build a legacy and avoid the “third-generation curse”: https://bit.ly/3WCH6lY #wealthpreservation

For our "Milestone Moments" series, Rob Phelan, CFEI shares how he didn't receive a formal education to learn about personal finance, but when he moved in with his now-wife before getting married, it became his passion to learn more and address the difference in their financial education gap. "My wife sat me down to address our imbalance. She didn't embrace her position as the 'money person' in the house; she shared how overwhelming it felt to make all our financial decisions alone. She wanted a true financial partner, not an employee. She wanted to avoid arguments about spending and to share the responsibility," writes Phelan. It's a great read and shows that certain life moments can make a big difference in how we manage money in the future. Read the full article on Business Insider: https://lnkd.in/gxv6swyS #personalfinance #relationships #financialeducation