1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Vice President, Wealth Planning,
Erin Wood began her career in personal finance promptly after college as a financial planner in Milwaukee, Wis. She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late 20s. Being a local girl at heart, Erin sold her practice and moved back to Omaha so she could be closer to family, and so she could help people from the community that shaped who she is.
She became a Private Client Adviser for a regional firm where she was quickly asked to create and lead her own financial planning team. The success in this venture, along with her continued passion for helping others, led Erin to her career with Carson.
Erin graduated from Northwest Missouri State University in 2002 with a B.S. in Communications and Finance. She holds a Certified Financial Planner designation, as well as the Chartered Retirement Planning Counselor designation.
If you're already faltering on your financial New Yearâ€™s resolutions, here's a way to get to the root of the problem and learn a little about yourself along the way.
See More From: Building Wealth
Your financial plan is about more than making money and getting stuff. It's built around your values, goals and relationships. Shouldn't your gift-giving be the same way?
Defined as a real or perceived distance when you make more money than your family or community of origin, wealth shame can be a painful transition.
In a word: prioritize. Work with your child to find what is most meaningful and what makes the most sense. Then concentrate your budget dollars accordingly. My tried-and-true postcard test can help.
You've got to really know yourself to understand what's important to you, where you're going and how you can get there. A simple test could help shed some light on your path.