Insights from Voyage Wealth Architects

Part of our commitment to our clients is to provide ongoing education and insights related to finances and investing. Visit us here regularly to read about our thoughts and insights related to industry concepts and hot topics. Have something you want to learn more about? Send us a note at voyagewa@onepointbfg.com and we’ll add it to our article list.

YOU SPENT $500 ON WHAT?!?

Helping your children ages 9-14 understand real money and how to be a financial steward By Chris Koenig, CFP®, RICP®, WMCP®, CEPA®, CLU®, ChFC® Partner & Private Wealth Advisor, OnePoint BFG Wealth Partners and Voyage Wealth Architects. Imagine opening your most recent bank statement to find $500 of...

Four Practical Ways to Lay the Foundation for Fiscal Responsibility at a Young Age

Financial Planning for Kids – Ages 5-8 By Chris Koenig, CFP®, RICP®, WMCP®, CEPA®, CLU®, ChFC® Partner & Private Wealth Advisor, OnePoint BFG Wealth Partners and Voyage Wealth Architects. 8-year-old: "Dad, I really want the new baby Yoda toy, but would I need to buy that with my own money?" Dad: "Yes,...

To Fund or Not to Fund College? That’s Not the Only Question

Other questions to consider when teaching kids about money and why it’s important to outline your philosophies on money as part of those conversations By Chris Koenig, CFP®, RICP®, WMCP®, CEPA®, CLU®, ChFC® Partner & Private Wealth Advisor, OnePoint BFG Wealth Partners and Voyage Wealth Architects.

Why Values-Based Financial Planning Drives More Progress Than Goal Setting Alone

Traditionally speaking, the value of a financial advisor has often been perceived through analytical and quantitative means. So, I can tell you it was a little jarring to me early in my career when an esteemed colleague told me my analyses would be at best directionally accurate but could never be perfect. I know now...