Financial perspectives are often shaped by experience, and in many cases, by the lessons learned and shared within a family.
In recognition of Mother’s Day, we asked the moms of Advisors Management Group’s financial advisory team to share their perspectives on money, financial planning, and the lessons that have shaped their approach to financial decisions.
Their insights reflect a range of experiences, priorities, and approaches, offering a more personal look at how financial planning connects to everyday life.
Here’s What They Had To Say:
Melanie Chapel
“The best advice I want my kids to take on is learning how to budget and plan ahead. Start saving young, even if it’s a small amount, make saving part of your budget. Kids today often don’t know how to balance a checkbook, let alone create a budget..”
Kate Pederson
“It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure you haven’t lost the things that money can’t buy.” —George Lorimer
Rebecca Agamaite
“Live within your means. Don’t live to impress others.”
Ashley Vega
“Saving early and consistently for your kids, even if it’s a small amount, can go a long way over time. Having a small account for them can also provide a way for you to connect with your kids and educate them about finances as they get older.”
Jenna Deets
“One of the most helpful things for our family has been tracking where every dollar we spend goes. This has allowed us to make the choices needed to save for large expenses instead of taking on debt. As a result, we have fewer fixed payments each month, giving us flexibility for emergencies or new expenses. Whether a household lives paycheck to paycheck or has excess cash flow, this is one of the most important habits a family can build.”
Planning For The Whole Family
At Advisors Management Group, financial planning is centered around helping clients navigate decisions across all stages of life, with a focus on long-term priorities and family goals.
On behalf of the Advisors Management Group team, we wish all those celebrating a Happy Mother’s Day!
Contact Advisors Management Group
If you would like to discuss your financial goals or have questions about your current strategy, please contact us.
Advisors Management Group, Inc. is a registered investment adviser whose principal office is located in Wisconsin. Opinions expressed are those of AMG and are subject to change, not guaranteed, and should not be considered recommendations to buy or sell any security. Past performance is no guarantee of future returns, and investing involves multiple risks, including, but not limited to, the risk of permanent losses. Please do not send orders via e-mail as they are not binding and cannot be acted upon. Please be advised it remains the responsibility of our clients to inform AMG of any changes in their investment objectives and/or financial situation. This commentary is limited to the dissemination of general information pertaining to AMG’s investment advisory/management services. Any subsequent, direct communication by AMG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.
