Caroline Hanna


Saving money as a mature student

Going back to school? Mature students can take advantage of their unique financial circumstances.

By Caroline Hanna |August 7, 2014

3 min read

Start saving early

It’s never too early to be smart about finance. Check out these 4 tips for 20-somethings.

By Caroline Hanna |June 30, 2014

2 min read

Should you rent or buy?

Deciding whether to rent or buy is more complicated than it was a generation ago

By Caroline Hanna |April 17, 2014

2 min read

Get young people to talk about money

When I was a child, my mother never discussed her income, or whether the family was struggling financially. As an adult, I learned this was because she didn’t want me discussing these issues with friends. But I now realize this was a missed opportunity to teach me about money, and for her to explain why it was a sensitive topic.

By Caroline Hanna |March 7, 2014

3 min read

Help students save money

Consider this: Your clients are 27 years old and married. The wife wants to go back to school to get her MBA. She has not used her RESP room because her parents didn’t create one for her, and she attended her undergrad on a full scholarship. So she’s got questions.

By Caroline Hanna |November 5, 2013

3 min read

Should clients rent or buy?

Historically, Young people have bought houses after getting married. These days, though, many newlyweds have no choice but to rent in expensive cities, while affluent singles are buying larger homes in suburbs and exurbs.

By Caroline Hanna |June 13, 2013

3 min read

Set-and-forget investments

Young clients have long time horizons. So they’re prime candidates for a set-it-and-forget-it investment model.

By Caroline Hanna |May 21, 2013

3 min read

3 ways to help Gen Y

How do you convince millenials they need advisors?

By Caroline Hanna |April 15, 2013

2 min read

5 tips for young clients

Young people rarely meet the minimum requirements to become clients, but that doesn’t mean you can’t help this emerging generation of investors.

By Caroline Hanna |February 12, 2013

3 min read