Faith Teope Faith Teope

Stir-fry with a Side of Money

"The real gift is not the money, but the positive reinforcement to be clever with it." The school night when making dinner, made little investors instead.

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Faith Teope Faith Teope

The Gift of Potential

This is not another college savings article on what a 529 is and why you need one for your child. This is about a busy mom of four who wants to help you give your kids the gift of passive income skills.

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Since 1979

From the first breath of our company the focus has been the same. Behind every company, is a human being held up by the strength of their people. We believe that serving those humans, rather than an institution, is what transforms a common tool into something that can create positive change in their financial trajectory.