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Teaching Kids to Buy Stocks:
Stories and Lessons for Grown-Ups
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J. J. Wenrich CFP(R)
May 16, 20229 min read
Roth IRAs for Kids: What do you need to know?
Many parents (and grandparents, etc.) look for ways to save and invest for their children’s future, and the Roth IRA is one of several...
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J. J. Wenrich CFP(R)
Dec 30, 20204 min read
Investing and Personal Finance Lessons from 2020
In a truly unbelievable year for the world, it was also a remarkable year for both investors and for how many people look at personal fin...
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J. J. Wenrich CFP(R)
Feb 23, 20201 min read
Personal Finance Class for Teens
We are excited to share that J.J. will be teaching a FREE 3 session Personal Finance class for teens on March 17, 24, and 31 in San Clemente
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J. J. Wenrich CFP(R)
Oct 31, 20192 min read
October 31st, 2019 Email
Our October 31st email to subscribers.
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J. J. Wenrich CFP(R)
Oct 27, 201914 min read
Financial Planning: The Thing You Do Before You Buy Stocks
Even if you know what you are doing, there are things you should to do to prepare yourself before you start buying stocks or investing.
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