Tag: Life Stage: Parent

Whether you’re recently expecting, or are expecting your kids to leave the nest soon, you have special financial considerations. Check out these tips for preparing your children (and yourself) for financial wellness.

Wills vs Trust

Wills vs. Trust: Know the Difference

ASK A FINANCIAL PLANNER Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two. What is a Will?  A last will and testament is a legal document that lets you direct how your property will be dispersed… Read more »

Let's Go to the Credit Union

Let’s Go to the Credit Union — Youth Coloring & Activity Book

Download Let’s Go to the Credit Union, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. Let’s Go to the Credit Union is an introduction to money management concepts — like saving, depositing, withdrawing, and checking your balance. Check out more fun… Read more »

Grow Your Savings

Grow Your Savings — Youth Coloring & Activity Book

Download Grow Your Savings, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. Grow Your Savings is a spring themed introduction to the magic of interest. Check out more fun online tools to teach kids about money.     

SMART Goals and Saving Header

SMART Goals & Saving — Youth Coloring & Activity Book

Download SMART Goals & Saving, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. SMART Goals & Saving is an futuristic themed introduction to making goals that work. Check out more fun online tools to teach kids about money.     

Youth Activity Book Shellebrate Savings

“Shell”ebrate Savings — Youth Coloring & Activity Book

Download ‘Shell’ebrate Savings, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. ‘Shell’ebrate Savings is an under-the-sea themed introduction to money concepts like saving and budgeting. Check out more fun online tools to teach kids about money.     

Online Educational Resources for Youth

Fun Online Tools to Teach Kids about Money [Includes Printable Downloads]

Financial education is important, and it’s never too early to start. At SESLOC, we make learning fun with activities to help your kids learn the value of money and the importance of growing their savings. Help them develop habits now for a lifetime of financial wellness. Check back weekly to see what’s new! For Kids:… Read more »

Teaching Kids About Money

5 Ways to Teach Your Kids Financial Health Habits

When should you start teaching your kids about money? Early — because the skills and habits they learn now can have a tremendous impact down the road. According to a Cambridge University study, children develop critical financial skills and habits by the time they turn seven. This includes understanding the principles of counting, earning, and… Read more »

College Saving Options

College Saving Options

ASK A FINANCIAL PLANNER For the 2019-2020 college year, the average annual cost of attendance (known as the COA) at a four-year public college for in-state students was $26,590, the average cost at a four-year college for out-of-state students was $42,970, and the average cost at a four-year private college was $53,980. The COA figure… Read more »

SESLOC Partners With SLO Children's Museum to Provide Busy Box

SESLOC Partnering With SLO Children’s Museum to Provide “Busy Boxes” for Families

Update 3/19/2020: Due to the shelter-in-place guidelines for San Luis Obispo county, the San Luis Obispo Children’s Museum will not be able to distribute more boxes as it’s not an essential service. We’d like to thank the hard working staff for making all of the boxes! SESLOC has partnered with the San Luis Obispo Children’s… Read more »

Money Concepts for Teens

Money Concepts for Teens & Young Adults

If you’re about to head out into the workforce, there are some important things you’ll need to know about adulting — like budgeting and credit report basics, how taxes affect your take home pay, and what you need to know about applying for college financial aid. Download the Money Concepts for Teens and Young Adults… Read more »