Little Learners
What’s Really Spooky? Scams & Fraud
The start of school brings more than just new supplies—it’s a chance to set the tone for the year ahead. That’s why we created our “This Year, I Will…” Bookmark Set, designed to help kids build the future-ready skills they need to succeed...
Podcasts
Career Day Series: That Pickleball Guy
Have you ever considered the power of your personal story? Every person has a unique legacy—experiences, lessons, and values that shape who they are and can inspire future generations. But capturing that story in a way that resonates with others ca...
Podcasts
Bobby & Billy – A Tale of 2 Homes
Have you ever considered the power of your personal story? Every person has a unique legacy—experiences, lessons, and values that shape who they are and can inspire future generations. But capturing that story in a way that resonates with others ca...
Articles
Discover the Joy of Giving Back
Giving back can be one of the most meaningful and fulfilling parts of life. Whether it’s contributing to causes close to your heart or making a tangible difference in your community, philanthropy allows you to live your values and leave a lasting l...
Little Learners
Back-to-School, Future-Ready!
The start of school brings more than just new supplies—it’s a chance to set the tone for the year ahead. That’s why we created our “This Year, I Will…” Bookmark Set, designed to help kids build the future-ready skills they need to succeed...
Podcasts
Acing the Interview: How to Make a Lasting Impression
Have you ever considered the power of your personal story? Every person has a unique legacy—experiences, lessons, and values that shape who they are and can inspire future generations. But capturing that story in a way that resonates with others ca...
Parent Tips
Credit Isn’t a Bad Word: Understanding Debt in the Real World
For a lot of young adults, the word “debt” triggers stress. And to be fair, debt can be a big deal. You have probably heard horror stories about people overwhelmed by credit cards, student loans, or car payments they can’t afford.
Parent Tips
Time Is Money: How Starting Young Supercharges Savings
If you’re in high school, college, or even starting your career, you might feel like saving money isn’t a top priority right now. You might be focused on school, part-time jobs, or just trying to cover your basic expenses. But the truth is, time ...
Little Learners
3 Tips for Raising a Summer CEO
Summer’s here—and so are opportunities for kids to earn, save, and learn! Whether it’s launching a lemonade stand, helping a neighbor, or doing extra chores around the house, summer is the perfect time to build money confidence.
Educational Videos
TFO Insights
Welcome to TFO Insights, a video series designed to empower you with knowledge and confidence. Whether you're managing your personal finances or navigating life’s major transitions, each episode delivers valuable insights and actionable tips from o...
Parent Tips
Spend, Save, and Share: A Simple Budget Formula for Students and Young Adults
Let’s be honest: budgeting doesn’t sound exciting. For a lot of people, it feels like a chore, or worse, a restriction. But the truth is, budgeting isn’t about saying “no” to everything. It’s about learning how to say “yes” to the thi...
Parent Tips
The Power of Earning: From Chores to Careers – Where Money Actually Comes From
Let’s talk about money. Not just how to spend it, but how to earn it. Up until now, your experience with money might have come through birthday cards, holiday gifts, or an allowance. It may have shown up in your account, in cash, or on a gift card...
Parent Tips
Keep the Conversation Going: Raising Financially Confident Kids
As we wrap up the month, we’re continuing our commitment to helping families build strong financial foundations, one conversation at a time. This week, we’re sharing Table Talk questions to spark meaningful discussions around loans, managing debt...
Parent Tips
Conversations About Budgeting
Conversations about money might feel tricky at times, but they’re one of the most powerful tools we have to set kids up for success. Talking about budgeting, spending, saving, and planning doesn’t have to be complicated, it can start right at the...
Parent Tips
Let’s Talk About Banking: Building Financial Foundations at Home
Understanding the basics of banking is an important step on the path to lifelong financial wellness, and it’s never too early to start the conversation.
Articles
Form W4: How Much Tax Should You Have Withheld?
Each time you start a new job, your employer will give you a Form W-4 to complete that determines the amount of Federal income tax that is withheld from each paycheck. While many people prefer to have more tax taken out so they can look forward to a ...
Parent Tips
Start the Conversation: Celebrating Financial Literacy Month
As we wrap up the month, we’re continuing our commitment to helping families build strong financial foundations, one conversation at a time. This week, we’re sharing Table Talk questions to spark meaningful discussions around loans, managing debt...
Articles
Credit Files: What Do They Really Tell?
When applying for credit, such as a mortgage, individuals may encounter an unpleasant surprise: a credit report showing seriously delinquent bills. Most people don’t think twice about the heaps of financial paperwork and personal history stored by ...
Articles
Understanding Interest Rates and Your Financial Situation
When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds; an interest rate is the percentage of a borr...
Podcasts
Unlocking the Power of Personal Storytelling with Caleb Breakey
Have you ever considered the power of your personal story? Every person has a unique legacy—experiences, lessons, and values that shape who they are and can inspire future generations. But capturing that story in a way that resonates with others ca...
Articles
Tips to Control Frenzied Holiday Spending
If advertisements and commercials are beginning to feature scenes of happy families, clad in brightly colored sweaters, gathered by a fire, surrounded by an assortment of presents, then the countdown to the holidays has begun.
Podcasts
Thriving in Transition: Navigating Change with Confidence
Change is a constant in life, and how we respond to it can significantly impact our personal and professional journeys. In our podcast, Thriving in Transition, we explore the vital strategies and mindsets that can help you not just survive but truly ...
Podcasts
Julie Johnson of XY Communications Joins Us for a Two-Part Podcast on Closing the Generation Gap in the Workplace
Understanding and navigating the generation gap in the workplace is essential for enhancing both communication and productivity. As organizations become increasingly diverse, bridging the divide between different age groups can significantly impact o...
Articles
5 Practical Steps for Building an Emergency Fund
In today’s unpredictable world, having an emergency fund is not just a financial recommendation –...
Parent Tips
The Importance of College Students Establishing a Budget for the Coming School Year
Please feel free to pass this on to the student(s) in your life and help...
Articles
Our Latest Guide to International Travel
As the summer months approach and travel season kicks into high gear, it's essential to brush up on some important tips and tricks to ensure a safe and memorable journey. Whether you're a seasoned pro or a newbie, this quick reference guide is design...
Parent Tips
Cents and Sensibility: Nurturing Financial Fluency in Families
Studies have shown that an overwhelming majority of parents are reluctant to discuss financial matters, even basic money principles, with their children. In this most recent article, we look at some simple ways parents can begin having the money conv...
Parent Tips
Debt Healthy & Wise
Understanding how to use and manage debt wisely is critical to financial well-being. Starting conversations around loans and credit early on will help to instill healthy money habits. In this article there are ways for you as parents to discuss with ...
Parent Tips
Sharing is Caring
Sharing is caring. In addition to the positive psychological and physical benefits of charity and giving, teaching children to be philanthropic can promote social responsibility and encourage compassion and empathy. In this article there are differen...
Parent Tips
Needs vs. Wants
When children/grandchildren start thinking about that next set of purchases they have in mind they want to start saving for, don't miss this golden opportunity to discuss with them the concepts of needs versus wants and financial tradeoffs. As part o...
Podcasts
Career Day Series: Equestrian
Lizzie Schmidt, an equestrian turned entrepreneur. As a young girl she always loved horses. She will tell us how she pursued a hobby that was a passion and turned it into a successful career and enterprising business.
Event Recordings
The Changing Landscape of College Admissions
Erin Goodnow, Co-Founder and CEO of Going Ivy, discusses the current environment in college admissions including the impact of optional standardized testing, a new SAT, and the Supreme Court decision around affirmative action.
Event Recordings
Budgets and Bucket Lists (Living in the Now)
In the first session of the ‘Living Your Best Life’ education series, TFO Life Academy Director and TFO Family Office Partners Family Wealth Strategist Kim Llumiquinga discusses how to prioritize your bucket list/goals, develop an attainable fina...
Articles
Budgets & Bucket Lists: Other Saving and Smart Spending Ideas
See what ideas our clients shared, which they adopted in their own financial lives.
Podcasts
Career Day Series: Art Dealer and Advisory Services
To have a career in the art world, you don’t have to be an artist. Listen to one person's path to becoming an art dealer in New York, one of the largest art meccas in the world.
Podcasts
Career Day Series: Manager Football Analytics and Research
It’s Career Day, check out Charlie Adkins as he tells us what it takes to become a Manager of Football Analytics & Research – Listen to the Podcast.
Educational Videos
Foundations for Successful Investing
See the highlights of our Investment Program. Video 1: Why Invest? Video 2: Loaning Video 3: Owning Video 4: How Markets Work
Podcasts
The Princeton Review SAT 1400+ Course
Listen to one student’s experience with the Princeton Review SAT 1400+ Course as he talks about the pros and cons and reveals whether or not the program worked. Then, decide if the investment is the right path for you.
Podcasts
Navigating the College Planning Series
With thousands of colleges to choose from, selecting a school that is the right fit can feel overwhelming. Ensuring you understand the admissions process is critical to getting into your top choice schools. Then, finding ways to maximize your scholar...
Podcasts
Home Sweet Home
Buying a home is one of the biggest purchases that we make. It can feel overwhelming. Listen to one industry expert provide buyers with some important factors to consider.
Podcasts
Career Day Series: Youth Advocate and Public Speaker
TFO Life Academy introduces a new series, Career Day, where our guests share their experiences and discuss the education and skills required to obtain their dream job! We will welcome a new visitor each quarter so be sure to come and tune in. Our fir...
Event Recordings
Key Things to Consider When Selecting a Trustee
Given the important functions a trustee serves in the care and control of trust property and the relationship they have to beneficiaries of a trust, the selection of a trustee should not be taken lightly. In this webinar, Donald Scott discusses the v...
Articles
Teaching to Give
There are different ways to teach children about charity. Engaging your rising generation in philanthropy is a great way to pass on your values, deepen family relationships and help them connect with their community.
Podcasts
Making an Impact with a Social Enterprise – Old Skool Café
We are kicking off our charity series on National Giving Day by highlighting an innovative and impactful nonprofit organization, Old Skool Café. Old Skool Café is a social enterprise and a youth run supper club focused on giving youth a second chan...
Event Recordings
Strategies for College Admissions
Schools are being more selective in their admissions process and with increasing competition securing one of the few available slots is not easy. But students who understand what colleges are looking for and adequately prepare for the admissions proc...
Articles
Keep Investing Simple but Smart
Chuck Carroll, TFO Family Office Partners' Chief Investment Officer, describes why effective investing isn’t as complicated or intimidating as it might seem. Simple actions like understanding your purpose, diversifying, controlling your costs, and ...
Articles
Crack the Code on Credit Scores
Director of TFO Life Academy Kim Llumiquinga breaks down the factors utilized to calculate credit scores and the actions that have the greatest impact. She reminds us that maintaining a high credit score is essential to good financial health and can...
Articles
Articles Save Early and Save Often
TFO Family Office Partners team members Brittany Genzale and Connor Humphrey explain how making the sacrifice to invest in your retirement early on may help put you on a path to financial security as you benefit from the impactful power of compoundin...
Event Recordings
Parent Webinar: Raising Independent Young Adults
TFO Life Academy Director Kim Llumiquinga recently held a webinar to discuss a variety of ways that parents can engage with their rising generation members to cultivate their skills, increase their confidence, and set them on a path to independence. ...
Event Recordings
It’s Okay to Not Be Okay
2020 was a challenging year that brought on isolation, changes to how we work and live, and stresses over maintaining good health. In this webinar, Katie Bloom, a Phoenix based mental health professional, reminds us that it’s okay to not be okay an...
Podcasts
Ins and Outs of Internships
An internship is a period of work experience offered by an organization for a limited period of time. Danielle is a senior at ASU. She has had several internships including one here at TFO. Danielle will explain how she prepared for her internshi...
Put the Odds in Your Favor: Smart Investing
The 4th module of our Investment Program discusses the things that are in our control that may impact our success as investors.
Podcasts
Cybersecurity & Our Digital World
Dr. Chris Pierson, CEO & Founder of BlackCloak, shares simple things we can do to protect ourselves and prevent us from becoming victims of cybercrime.
Podcasts
Dress for Success
Rebekah Floyd is an image consultant. She talks about how first impressions matter and how we can balance our personal identity while remaining professional.
Podcasts
Digital Candy and Vegetables
Katey MacPherson has spoken at numerous national conferences with an expertise in the areas of digital citizenship, social media responsibility, screen time impact and child development. What I learned from her is that all screen time is not bad scre...
Event Recordings
Put the Odds in Your Favor–Smart Investing
Investing can feel like an intimidating topic, with lots of data, jargon and balding men shouting at us from the TV screen. The fourth module in our boot camp series seeks to help young investors be more confident by focusing on critical elements of ...
Event Recordings
Creating your Digital Footprint
In this interactive workshop, we will dive into how to create a digital footprint that cultivates personal safety, digital citizenship and leadership, while also curating your own brand and cause for use as a futuristic tool. We will explore the inne...