Articles of Interest
"Why You Need to Build a Sustainable Business", Investment Advisor Magazine, June 2011
Tanya Steinhofer was quoted in this article on why it makes sense to be a sustainable business.
How to Find the Best 529 Plan for You (pdf)
An article written by Tanya Steinhofer highlighting her research into 529 college savings plans.
Raising Financially Fit Kids (pdf)
An article by Tanya Steinhofer about raising financially fit kids.
Firm Documents
ADV (pdf)
A document required by the regulators that describes the firm’s business and clients.
Privacy Policy (pdf)
A document that outlines the firm’s privacy policy related to client information.
Sustainability Policy (pdf)
A document that outlines the firm’s commitment to sustainability and reducing its carbon footprint. |
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Kids & Money Resources
Money Savvy Pig
The Money Savvy Pig is a piggy bank divided into four compartments—save, spend, donate, and invest—intended to help children learn that money involves choices. Also available is the Cash Cache Beginning Personal Finance Organizer for ages 11-16. This sturdy organizer is designed on the same interactive principals as the piggy bank which reinforce financial goal setting and making financial choices.
Raising Financially Fit Kids by Joline Godfrey
This book tells parents how to raise financially fit kids as they move through different developmental stages ranging in age from 5 through 18.
Money Doesn’t Grow on Trees by Neale Godfrey
This book for parents shares tools for raising financially responsible kids with a unique program for kids—for those as young as three to those in their teens—that teaches them how to earn, save, and spend money wisely while it lets parents clearly communicate their family's values
The Berenstain Bears’ Trouble with Money by Stan & Jan Berenstain
A book for kids about ways to earn money and find balance between being little misers and spendthrifts.
The Berenstain Bears’ Dollars & Sense by Stan & Jan Berenstain
Another book for kids about allowance and how to use a check book. |
