Education Center for the Family

Provide financial perspective across generations

Financial literacy starts early and will last a lifetime. We are experienced in setting up investment education plans for the family, from kids to grandparents. True family wealth comes from four components.

They are available to you through Osbon Capital.

Calculators

529 Tuition Calculator

Realistic savings for tuition.

5 Million Dollar Man

What it takes to end up with just that

Cost Control Calculator

How do fees add up over time?

Retirement Savings Calculator

Will the river run dry?

Wealth Series Articles

The Most Important Component of True Family Wealth

The First Component of True Family Wealth

The Four Components of True Family Wealth

House Rules For The Truly Wealthy

Seven Habits of Truly Successful Families

Case Story

Get back to the important things in life

An accomplished couple with three adult children as well as aging parents, this is a family committed to making the most of multigenerational assets and values. The kids are smart and educated. The health of their parents is a concern, but not a financial one. Sharing stories about family values among the generations creates a legacy that can live on when the next generation arrives. Family stories about money are a way for the three generations to connect and communicate.

Education Center Articles

A Peek at the Future

June 28, 2017 - Max Osbon

I spent the weekend at an invite-only financial regulation round table hosted by Jo Ann Barefoot, senior fellow at Harvard and a veteran of the financial regulation world. Jo Ann founded the Barefoot Innovation Group. Over the course of the weekend we discussed the symbiosis (interaction) of the old guard and the new in banking, lending, asset management and regtech (regulation technology). Here is what we learned.

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5 Summer Investment Goals For Your Kids

June 21, 2017 - Max Osbon

Given that the first official day of Summer was yesterday, June 21st, we thought it would be appropriate to suggest a handful of financial and investment goals for your family to explore over the next thirteen weeks. We’re all busy, so I selected these because they’re short, sweet and effective. See if you can manage to tackle all five before September 22nd.

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Are Your Millennials Missing Out? 

May 3, 2017 - Max Osbon

It’s not surprising that financial literacy is a top concern parents have for their kids. Whether it’s watching children struggle with money decisions, or worrying about them responsibly handling their eventual inheritance, parents have good reason for concern. Kids don’t learn much about personal finances in school, and in many families it’s not a typical dinnertime topic. Here are some steps you can take to build strong family habits around shared financial literacy:

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