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Passing on life's little lessons on money

June 17, 2016

Remember the first time you proudly salted money away in a tax-advantaged savings account? How about the day you lost half your paycheck at the racetrack? Or the time you bought a stock whose price subsequently soared to unforeseen heights?

If you’re like many 50-plus folks, you can recall times when you authored wise money moves, and others when your cash strategies proved not so sound. Maybe you started saving early (good), but didn’t join your workplace profit-sharing plan right away (bad). You get the idea. All of us can recall money moments that made us proud, and those we regret.

Think these memories have no value? Think again. These kinds of experiences can supply wonderful lessons to younger family members and friends. So don’t hesitate to share.

If you run out of lessons to share with the younger generation, consider lifting some of the following from these financial experts.

Chicago Tribune - Read Full Article >>

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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC., a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

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