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.


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

Get ready for 2018 IPOs

November 15, 2017 - John Osbon

The total US stock market size is shrinking due to buybacks and takeovers. (WSJ). Private companies are being acquired before the public can invest in them. What’s the response? IPO! Gaze at the most likely IPOs for 2018, some well known and others not. Should you invest in any of them? If you do, get ready for a wild ride.

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November 1, 2017 - Max Osbon

I get more questions about bitcoin and cryptocurrencies than any other finance topic. Everyone wants to know what to do with crypto. What’s your angle, how much is your allocation and which crypto is the most compelling? Here are some facts to help guide you:

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Delay Your Pay

October 18, 2017 - John Osbon

Are you making more money this year than usual? Worried about the big chunk that will go to taxes? Fear not. You may have an option that lets you reduce your taxes, save money for the future, and compound your savings tax-free.  It’s called deferred compensation.  Most people who work for a company and anyone who has their own company can defer compensation and reap big benefits. Read on…

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