Welcome Financial Education’s Post

The final Welcome Financial Education newsletter of 2024 comes with suggestions for safety around gifting and travel, planning for future generations and options for education in the new year. https://lnkd.in/eh3ec4zG Out now!

Building Responsibility Through Giving 🎁💡 The holidays are a highlight for kids—and a perfect time to teach responsibility and financial planning! 🗣️ Conversation Starter: Talk with your kids about what makes a thoughtful gift. Discuss budgeting: how much they can spend and why planning ahead matters. 🛍️ Family Activity: Involve your kids in planning and shopping for gifts. Set a budget together, look for sales, and encourage creative options like homemade presents. 🌟 These small steps help kids build responsible financial habits while fostering the joy of giving. 💌 Follow growing gift or visit our website to learn how we help families raise financially smart and generous kids. #FinancialResponsibility #GrowingGift #HolidayGiving #RaisingSmartKids

Did you know you can lower the value of your estate by making use of gifting extensions while you're still alive? 👏 You can make regular IHT-free gifts to loved ones if you can prove the gift is regular, from income, and doesn’t leave you financially worse off. Find out more in this article ➡️ https://buff.ly/3AiHKwP

The holiday season is about more than just unwrapping gifts, it’s about giving something that really matters to our loved ones. Sure, we all love a thoughtful gift, but have you ever considered the ones that give back over time? ✨ Maybe it’s contributing to someone’s education, investing in a cause close to their heart, or sharing a financial gift that helps build a stronger future. Gifts that keep on giving are gifts that make a lasting difference, far beyond the holiday season. Let’s make this holiday season unforgettable with gifts that matter. 💝💡 Swipe left for some gift ideas that bring lasting value beyond the holiday season! ⏮️ #lastingimpact #giftsthatgiveback #holidaygiving #investinyourfuture #makeadifference #givewithpurpose #seasonofgiving

Feeling generous? If you or your family members want to give a monetary gift to your children, there are many ways to do it. Keep these tips in mind for the most strategic and financially beneficial approaches: https://buff.ly/3CwksPO #financialgifting #family

Are you interested in giving back during the holiday season without the extra pressure on your finances. Find out how to give on a budget by reading this Discover Financial Services article.    #DiscoverEmployee #GiveBack #HolidaySeason #BudgetTips 

Are you interested in giving back during the holiday season without the extra pressure on your finances. Find out how to give on a budget by reading this Discover Financial Services article.    #DiscoverEmployee #GiveBack #HolidaySeason #BudgetTips 

Whether it's helping with educational expenses 🏫, supporting a dream vacation 🌴, or simply offering a helping hand 👋, making gifts under the annual gift-tax exclusion amount embodies the spirit of giving and strengthens the bonds that matter most. Want to know more? Read this week’s blog. ▶️ https://lnkd.in/eQdgKff7 #meneseslawfirm #MAestateplanningattorney #MApersonalfamilylawyer #estateplan #willsandtrusts #healthcaredirectives #powerofattorney #assetprotection #kidsprotectionplan #familylegacy

This Christmas, let’s give the gift that gives back. When you choose to shop at a small neighborhood business, you're doing more than just buying a gift: You’re helping a family thrive. Your purchase might fund a little girl’s dance lessons, a holiday dinner, or a chance for parents to breathe easier this season. You’re strengthening communities. Local businesses are the heartbeat of our neighborhoods—they keep our streets vibrant, our economies growing, and our connections meaningful. You’re creating memories. A handmade gift from a local shop tells a story and carries a personal touch you can’t find in a mass-produced product. Let’s invest in the people who make our communities special. The holidays are about love, family, and connection—and nothing embodies that better than supporting your local small businesses. This holiday season, shop small. Spread joy in ways that truly matter. Let’s make this a Christmas to remember—for the right reasons. #ShopSmall #SupportLocal #HolidayGiftsThatMatter #CommunityOverCorporations #GiveWithPurpose

As we approach the season of giving, many of us are thinking about how we can support the people we care about most. Whether it's helping a loved one onto the property ladder, contributing to education, or simply spreading festive cheer, financial gifts can make a lasting impact. But are your gifts as tax-efficient as they could be? In our latest blog, we break down the key rules and strategies to ensure your generosity aligns with your values while maximising the impact of your financial support. 🎁 Discover how to gift smartly this Christmas: https://lnkd.in/ebTh_FDi