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Personal finance holiday gift guide: 4 gifts to build financial literacy at every age


Looking for a unique gift for your loved ones this holiday season? Financial literacy is the gift that keeps on giving. From little ones to retirement-minded professionals, spenders to savers, and budgeting newbies to savvy entrepreneurs, everyone could benefit from a greater understanding of how to meet their financial goals.

Whether you’re looking for your kids’ first piggy bank or something for the seasoned investor in your life, you’ll find the inspiration you need in our personal finance holiday gift guide.

1: Personal finance books

Books are always valuable resources – and perfect festive gifts – when it comes to breaking down the dollars and cents of personal finance. Here are our top choices for every age:

Younger kids: The Four Money Bears by Mac Gardner

Older kids: Finance 101 for Kids by Walter Andal

Teens: How to Money: Your Ultimate Visual Guide to the Basics of Finance by Jean Chatzky and Kathryn Tuggle

Adults: Simple Money: A No-Nonsense Guide to Personal Finance by Tim Maurer


2: Budgeting and saving tools

It’s safe to say that everyone could use a little more help with saving and budgeting. Here are a few fun budgeting tools to consider buying for your loved ones this Christmas:

Kids: Today’s piggy banks have gotten an upgrade! For younger kids, try a password-protected electronic piggy bank that acts like an ATM. For older kids who might have bigger money goals in mind, there are piggy banks with separate sections for saving, spending, investing and donating.

Teens: Teens who are starting to earn their own money and plan for the future may benefit from a subscription to a mobile budgeting app.

● Adults: In addition to all-in-one budgeting apps like YNAB, many adults would appreciate a budgeting planner to track all their income and expenses in one place.


3: Educational board games

Board games can make financial literacy fun for the whole family – and they’re always great gifts. Classic games like Monopoly or Pay Day can teach basic money management and investment skills to kids of all ages. Meanwhile, CASHFLOW 101 – a game designed by Robert Kiyosaki, who wrote Rich Dad, Poor Dad – is great for couples, families and friend groups.  


4: Financial planning

A session with a financial planner or investment manager makes for an especially unique holiday gift. 

A financial advisor can help your loved ones define their monetary goals – both short- and long-term – and learn how to reach them more efficiently. Whether your parents are crafting their retirement plan, your friend wants to know how to tackle their debt or your significant other could benefit from targeted investment advice, a financial planning session could make their future just a little easier.


Give yourself the gift of protection 

There’s no greater gift than knowing you’re safe, sound and protected. At Chubb Life, we are committed to helping you ensure that you and your loved ones can face the unexpected with confidence. Contact us today  to learn more about our suite of comprehensive, flexible insurance solutions for individuals, families and businesses.






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Disclaimer - All contents of the article is intended for general information/guidance purposes only and not intended to be an offer or solicitation of insurance products or personal advice or a recommendation to any individual or business of any product or service.  This article should not be relied on for legal advice or policy coverage and cannot be viewed as a substitute to obtaining proper legal or other professional advice, or for reading the policy documents. You should read the policy documents to determine whether any of the insurance product(s) discussed are right for you or your business, noting different limits, exclusions, terms and conditions apply in each country or territory, and not all cover is available in all countries or territories.

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