| Developing Successful Financial Habits for the Next Generation. |
| One conversation can shape a lifetime of financial decisions. In last month’s newsletter, we encouraged families to start meaningful conversations about money. While those conversations are an important first step, they are only the beginning. Helping the next generation build helpful financial habits requires more than just occasional advice. It takes consistency, education, and opportunities to learn through experience. Whether it’s creating a budget, building an emergency fund, understanding the value of saving, or learning how investing works, the habits developed early in life often become the foundation for long-term financial confidence. Parents, grandparents, and mentors all have an opportunity to make a lasting impact. Every stage of life presents new opportunities to introduce financial concepts, from first paychecks and opening a savings account to discussing investing, credit, and long-term planning. By introducing these concepts early and consistently, parents and grandparents can help foster the knowledge and confidence that will serve future generations throughout their lives. Preparing the next generation is about more than just passing down wealth. It’s about passing down values, skills, and sound decision-making. Many families spend years or decades building a family legacy, but the greatest gift may be ensuring future generations understand how to preserve and grow it. We believe that financial planning is about more than managing wealth, it’s about preparing the future generations to steward it wisely. Please reach out to our team to schedule a conversation and take the first step toward creating greater clarity for the future. Warm regards, Stephanie, Robert, Vincent, and Andrew |
| Stephanie Ackler, CFA President and Co-Founder stephanie.ackler@wfafinet.com | Office: 212.205.2825 Robert Karp, CFP®, CRPC®, AIF® CEO, Managing Partner robert.karp@wfafinet.com | Office: 212.205.2876 Vincent DeSimone CFP®, CRPC®, AIF® Managing Director, Co-Founder vincent.desimone@wfafinet.com | Office: 212.205.2979 Andrew Bennett, CFP® Vice President, Financial Advisor andrew.bennett@wfafinet.com | Office: 212.205.2983 |
| Advice | Knowledge | Discipline 1350 Avenue of the Americas | Suite 2405 | New York, NY 10019 Tel: 877.239.7446 | www.akdwealthpartners.com | Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). AKD Wealth Partners is a separate entity from WFAFN. |
