Multigenerational Wealth Strategies, LLC

Multigenerational Wealth Strategies, LLC Our priority is helping you take care of yourself and your family. Securities offered through Securities America Inc. Member FINRA/SIPC.

We want to identify your dreams and goals, and help you achieve those goals with a comprehensive financial plan and sound investment advice / management. Shawn Loring & Heather Brown, Representatives. Advisory Services offered through Securities America Advisors Inc. Multigenerational Wealth Strategies, LLC and Securities America are unaffiliated. See website for full disclosures.

05/14/2023
Your Grandkid’s Education and Your Retirement… can you fund both? Funding your retirement should be your first priority,...
11/22/2022

Your Grandkid’s Education and Your Retirement… can you fund both? Funding your retirement should be your first priority, but if you also want to contribute to your grandkids’ education, read this helpful interview.

Some steps cost little or nothing to help grandchildren. Others take some planning. But you don’t have to sacrifice if you make smart moves.

Are you a super-shopper grandparent? A lot of spoiling can negatively affect your grandkids AND your relationship with t...
11/15/2022

Are you a super-shopper grandparent? A lot of spoiling can negatively affect your grandkids AND your relationship with their parents.

Grandparents are almost expected to spoil their grandchildren. Exactly what does that mean, and do grandparents really have that right?

Need an entertaining way to teach your grandkids about finances? These games are inexpensive, fun and encourage money ma...
11/08/2022

Need an entertaining way to teach your grandkids about finances? These games are inexpensive, fun and encourage money management.

Children learn best while engaged and active, experts say. Here is how gaming can help drive important money lessons home to your kids.

This three jars method is great for teaching grandkids money management. If you’ve never heard of it, take a look at thi...
11/01/2022

This three jars method is great for teaching grandkids money management. If you’ve never heard of it, take a look at this explanation.

There are a million ways you can teach your children about money. I’d like to share the method I started with my own daughter that has not only encouraged her to start saving for her future early but inspired her to be charitable and led to some of the prouder moments I’ve experienced as a fathe...

It's so easy to give your grandchildren whatever they want, right? Well, how about giving them some important life lesso...
10/25/2022

It's so easy to give your grandchildren whatever they want, right? Well, how about giving them some important life lessons instead... and save the ice cream for tomorrow!

Your job isn’t to spoil your grandchildren, it’s to spend quality time with them, teach them and lead by example. Try these three tips for a healthy relationship as a friend and money mentor.

If your teen or tween grandkids haven’t grasped the concept of money management yet, don’t panic. These apps are designe...
10/18/2022

If your teen or tween grandkids haven’t grasped the concept of money management yet, don’t panic. These apps are designed to help them!

It’s never too early or late to teach your kids how to handle their finances. These apps will help them learn how to spend, save, and share.

Since it’s inevitable that your grandkids will be on devices, you might as well have an app handy to reinforce good mone...
10/11/2022

Since it’s inevitable that your grandkids will be on devices, you might as well have an app handy to reinforce good money habits. Try these!

Money can be a difficult subject to teach your kids about. Thankfully, there are great money apps for kids that can make this easier and fun.

While it’s natural to want to financially take care of your grandchildren, there are some missteps you should avoid. Rea...
10/04/2022

While it’s natural to want to financially take care of your grandchildren, there are some missteps you should avoid. Read these helpful best practices for navigating the topic of money with grandkids.

Families may not think the same way about money, savings and gifts.

Have a grandkid or young person in your life that can use some good money lessons? Check out these tips that you can sha...
09/27/2022

Have a grandkid or young person in your life that can use some good money lessons? Check out these tips that you can share...and you don't even have to start with, "When I was your age..."

Starting as young as age 3, your grandchildren could reap a lifetime of rewards from these five basic financial skills.

A great way to pass along the value of money to your grandkids is through reading books together. Need help choosing som...
09/20/2022

A great way to pass along the value of money to your grandkids is through reading books together. Need help choosing some? Check these out.

Teaching money can be a lot of fun with the children's books on this page! Compiled by teachers for parents, teachers, homeschoolers, and librarians.

Sure, you can just hand over cash to your grandkids. But there are other ways to give that will have a greater impact on...
09/13/2022

Sure, you can just hand over cash to your grandkids. But there are other ways to give that will have a greater impact on their future.

Creative ideas for giving grandchildren gifts of money that combine fun and financial literacy plus have potential future payoffs and tax advantages.

Address

619 N. Washington Avenue
Livingston, TX
77351

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

+18002601615

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