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

The Road Ahead for the Almighty Dollar

January 31, 2018 - John Osbon

Big changes in dollar strength can have big economic effects at home and around the world. The strong dollar was called into question last week in Davos and emerged unchanged.  What will investors be looking for the dollar to do in 2018?  Here’s our checklist.

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Set Your Anti-Goals for 2018

January 17, 2018 - Max Osbon

While your neighbors are trying to keep their resolutions for the new year, we suggest you take a slightly different path. Think about the financial behaviors you want AVOID in 2018. By resolving to NOT do a few things you can reduce your financial stress and improve your investment results. Here are some suggestions as the year begins.

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The Year Ahead: 10 Trends

January 3, 2018 - Max Osbon

To kick off the year we’ve decided to publish our crystal ball list for 2018. From blockbuster IPOs to Blockchain billionaires, here are ten of our favorite developments.

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