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Rob Schultz, CFP®, PFP

Apr
21
Time well spent
life, values, financial
I can’t even remember one gift I got for my 12th birthday but I have vivid memories of what I did. My parents had some semi pro skaters that I am sure could use some spending cash stop by for a demonstration for me and my friends. All the gifts are long gone but my memories are still with me. This experience has influenced how I allocate funds on my kids. I am much more generous with funds for doing things than having things. I hope I leave my kids with a mind full of experiences rather than a closet full of stuff.
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Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Certain insurance products offered through New World Financial & Insurance Services, Inc., an entity not affiliated with Royal Alliance Associates, Inc. or registered as a broker/dealer or investment advisor.



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