Written By Sherron Permashwar, CPA, PFS Wealth Strategist • Financial Educator • Speaker Teaching kids about money does not have to mean sitting them down for a complicated financial lesson. Some of the most valuable money lessons happen during ordinary moments:...
Many people assume they need to earn more, save more, or invest better to build wealth. But sometimes, the biggest obstacle isn’t a lack of financial knowledge. It’s the story they have been carrying about money. Maybe you grew up hearing that money was...
You work hard. You earn a good income. Yet you still hesitate before investing, overspend when you’re stressed, or feel anxious every time you check your bank account. On the surface, these may seem like financial problems. But in many cases, they have little to...
Should grandparents open a Trump Account or 529 plan? A CPA explains tax strategy, Roth rollover rules, FAFSA impact, and generational wealth planning. If you’re a grandparent researching the best savings account for your grandchildren, you’ve likely come across two...
Understanding the Florida Financial Literacy Bill: A Crucial Step Toward Financial Empowerment In today’s world, where financial decisions heavily influence our lives, financial literacy is no longer a luxury—it’s a necessity. Recognizing this, Florida has taken a...
Understanding the Importance of Building Generational Wealth In the realm of financial planning, terms like “Building Generational Wealth” and “Net Worth” may sound unfamiliar to many. However, these concepts play a crucial role in shaping our...
