Parents have one of the greatest challenges out there. Money and financial wellness are crucial to ensuring your child’s future, and add to this challenge. This isn’t just about saving for tuition or investment planning — but how do you talk to your kids about money? As a parent himself, Chad Jones is no stranger to this dilemma. He’s not afraid to ask things like “what would my child say if I asked them to define what ‘rich’ means?” or “how does emotion vs. rationality affect my child’s decision making process?

Chad’s proud to provide his interesting stories, insights, and ideas for educating children about financial wellness. He’s been with Allen & Company for over 5 years, and is a certified financial planner who has also served in the U.S. Armed Forces as Finance & Accounting Officer.Read More About Chad


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Lesson 13: Financial Life Skills Through Choices

While we’re talking about financial and life skills, there’s a game you can play with your kids to help them learn how their choices may affect their standard of living. This may be a way to grab your child’s attention with something interactive, that will allow you to teach these financial skills to your kids […]

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Lesson 12: Defining Rich QOL vs. SOL Part 2

Do you have to increase Standard of Living to enjoy a higher Quality of Life? April 2018 Elementary: Explain that increasing Standard of Living usually requires spending more money (NEEDS: bigger or better home / more food choices / better schools / WANTS: better or more video games / more toys / more or bigger vacations). Spending more […]

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Lesson 12: Defining Rich – QOL vs. SOL

March 2018 In our last entry, lesson 11, we defined what “Quality of Life” and “Standard of Living” are, and what they mean to you and your children. So, the next question is: Do you have to increase your Standard of Living to enjoy more Quality of Life? Here’s how to explain this concept to […]

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Kids & Money Lesson 11: Defining Rich QOL vs. SOL

What is ‘Quality of Life’ and ‘Standard of Living’? Elementary / Middle School / Teen: Explain that “Standard of Living” is how well you are living when it comes to needs and wants. Needs can be the type of home you have, food available to eat and access to education. Wants could be having toys, video games, […]

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Kids & Money Lesson 10: Defining Rich What if I was a Lemonade Stand?

What if I was a Lemonade Stand? Elementary: Last week we talked about running a lemonade stand. Ask your kids: Did you notice that we needed to discuss the cost of the stuff (money going out) we used before we talked about how much we needed to make (money coming in)? And if we spent more on […]

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