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

The Umbrellas Made It Rain

April 18, 2018 - John Osbon

Can a candidate buy an election? Or can a super PAC make the purchase for him? With mid-term elections on the horizon, the effect of campaign spending on election outcomes will be big news again. It makes me wonder if running for office is a voting process or simply an auction. Does spending by candidates and PACs actually predict success? And what does this have to do with investing? Here’s what I’ve learned.

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The Heart Behind The Writing

April 4, 2018 - John Osbon

I put a lot of energy into the articles and blog posts written for osboncapital.com. Talk may be cheap and fleeting, but writing lasts. A well-written article can inform, clarify, educate, motivate, entertain and help you see familiar facts or ideas in a new light.

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One Month to Tax Day – 4 Questions

March 14, 2018 - Max Osbon

Many of the missteps people make related to taxes are errors of omission — simple oversights that lead to higher tax bills than necessary, or even penalties and interest. As we head into the last thirty days of the tax season here are four reminder questions to ask yourself before April 15th.

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