Whitepaper: How to set up the next generation for success

Clients often ask “What can we do to help our children as they enter the US workforce?”

One technique that builds independence and creates a strong financial foundation is to cover other costs so your child maximizes their contributions to their company’s 401k plans. Young professionals don’t think about retirement and want to spend the income they are finally earning, but experienced investors understand how smart it is to invest pre-tax dollars and how small investments can grow over time.

Let them enjoy their full salary and link your support to building a habit that will set them up for success.

Read the full whitepaper here.