Teaching Your Kids About Money

Talking about money with your children does not have to be complicated. The best way to accomplish this is to use day-to-day activities and turn them into learning opportunities.

Younger children often do not understand money and its’ value. This is most apparent when you are giving your child coins. For example, if you give your child the choice between a penny, a dime and a nickel they will almost certainly choose the nickel simply because of the larger size. It is highly important to teach your child value at a young age.

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Relationships and Money, Part I: Unmarried Couples

New couples are busy enjoying learning about each other and sharing parts of their lives with one another. Very often an important aspect of sharing a life that gets ignored is discussing your values surrounding financial matters. Things such as financial goals to credit card debt can bring a host of challenges to the relationship. Having open conversations about navigating each partner’s financial situation as well as their feelings on various financial matters is key to helping you build a strong financial foundation in your relationship.

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Understanding Medicare

Retirement is just over the horizon and while most people have making ends meet during that period on their minds there is another extremely important part of aging that should be explored. Medicare! There is a 7-month initial enrollment period that begins 3 months before you turn 65, the month you turn 65 and 3 months after you turn 65. If you do not sign up during that window of time you will be penalized for late enrollment, which comes in the form of higher premiums (typically a 10% increase premiums).

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How to Respond to a Data Breach

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people. The hackers accessed people's names, Social Security numbers, birth dates, addresses and, in some instances, driver's license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information for about 182,000 people. There is no reason to think that data is not for sale to criminals who can use it to open new lines of credit or file phony tax refund requests in peoples' names.

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Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


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