Early Life Investments, LLC
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Early Life Investments
Early Life Investments
A Family Financial Head Start

“The best time to build lifelong money habits is when you are young. The second-best time is today.”

Educational only: The author of Early Life Investments is not a Certified Financial Planner. The content here reflects the author's personal opinions and experience and is for general educational purposes only. Read the full disclaimer.

The Full Curriculum — Every Age, Every Stage · Created June 4, 2026 · Updated August 10, 2026

Learning is a lifelong process.

Money lessons that follow the life arc — written for kids, parents, teens, and young adults, built around the same lessons we use in our own family.

— For Kids —

Kids’ Corner

Written directly to the child — short answers first, an ask-your-parent script on every page, and no ads, ever.

I.

Money Questions for Kids

The hub — start here

Kid-friendly answers about earning, saving, and spending, plus 12 smart money questions to ask your parents tonight.

Start Lesson
II.

How to Make Money as a Kid

Safe ideas by age

Ideas for 8, 10, 12, and teens — what to charge, what to do with the money, and how to stay safe doing it.

Start Lesson
III.

Save for Something You Want

Goal, plan, get it

Pick your goal, find the real price with tax, make a weekly plan, and actually get the thing you want.

Start Lesson
IV.

Asking for an Allowance

A script that works

How to ask your parents for an allowance, how much kids get by age, and the smart move if the answer is no.

Start Lesson
V.

Is Free Robux Real?

Free Robux isn’t free

Giveaway links, gift card tricks — how to spot online money scams in seconds and what to do when something feels wrong.

Start Lesson
VI.

Finding the Best Price

Never pay full price

What to buy used, when things go on sale, where to look, and how to shop safely with a parent helping.

Start Lesson
VII.

Can I Afford It?

The savings calculator

Enter the price and your weekly allowance, and see exactly how many weeks until it’s yours.

Start Lesson
VIII.

Can Kids Invest?

Owning a piece of a company

Yes — how a kid owns stocks with a parent’s help, the accounts you can open at 13, and why starting young is a superpower.

Start Lesson
IX.

What Age Can Kids Get a Bank Account?

Your money, your card

Kids can have bank accounts at any age — and a debit card around 13. How the accounts work and how to keep the card safe.

Start Lesson
X.

Bank Accounts for Kids: A Parent’s Guide

The branch visit, planned

Credit union vs. bank, when to add teen checking and a debit card, and the setup that actually teaches.

Start Lesson
XI.

Money Words, Explained

What is interest? Taxes?

A money dictionary for kids — the words grown-ups use, each explained in plain English.

Start Lesson
XII.

How to Start a Small Business

Lemonade-stand math

Business ideas by age, what profit means, and what to do with the money you make.

Start Lesson
XIII.

When Your Family Says No

Wants, needs & money worries

What “we can’t afford it” really means, whether your family is okay, and what a kid can do about it.

Start Lesson
XIV.

I Spent Money Online

Accidents happen

What to do right now, how refunds work, and the exact words to tell your parents.

Start Lesson

— For Parents —

Childhood Foundations

Building the habits, values, and vocabulary of money before life gets complicated.

I.

How to Invest for Your Child from Birth

Money habits start early

From piggy banks to custodial accounts — the conversations and habits that give children a lifetime head start.

Start Lesson
II.

Allowance & Earning

Work, reward & responsibility

Teaching children that money is earned — and that some of it should always be saved before it is spent.

Start Lesson
III.

Helping a Child Save for a Goal

Patience builds character

How to help a child set a savings goal, track progress, and feel the satisfaction of buying something they worked for.

Start Lesson
IV.

Giving & Gratitude

Money is a tool, not a goal

Introducing the idea that some money is set aside to help others — and why that habit matters most when started young.

Start Lesson
V.

Birthday & Gift Money

The windfall split

What to do when grandma hands over $100 — the windfall split, thank-you habits, and giving into a 529, UTMA, or Roth IRA.

Start Lesson
VI.

Kids & Digital Money

Robux, V-Bucks & first scams

Teaching real money skills in a world where your child’s money is invisible by design.

Start Lesson
VII.

Money Lessons by Age

The roadmap

What to teach at 3, 7, 10, 13, and 16 — from piggy banks to first paychecks, with the accounts to open at each stage.

Start Lesson
VIII.

The Hard Money Questions

“Are we rich?”

Age-appropriate answers to the money questions kids actually ask — without lying or oversharing.

Start Lesson
IX.

Money Games & Teachable Moments

Play does the teaching

The coin jug, the grocery receipt, Monopoly night, and the lemonade stand — activities that teach more than any lecture.

Start Lesson
X.

Teaching Kids About Money: The Research

The evidence

Six studies across four countries reached the same conclusion — conversations are not enough. What the research says actually builds financially capable kids.

Start Lesson
XI.

Hiring Your Child in the Family Business

Pay, taxes & the Roth payoff

The IRS entity rules, what work counts, reasonable pay, the records to keep, and the Roth IRA payoff.

Read Guide
XII.

The Family Money Meeting

20 minutes a month

The monthly agenda, age-appropriate transparency rules, and the script for getting started tonight.

Read Guide
XIII.

Documenting a Child’s Income

The paper trail that holds up

Audit-proof records for a child’s cash earnings — the paperwork that makes a custodial Roth IRA contribution stick.

Read Guide
XIV.

Money Worksheets by Grade

Free printables, K through 8

Coin counting, saving jars, budgets and compound interest — one sheet per stage, each with a parent page telling you what to say.

Browse Worksheets

— For Teens —

Teen Money

First-job mechanics and first decisions — the paycheck → taxes → Roth pipeline, from the hub guide Teen & College Years.

I.

Student Loans Under 18

Borrowing as a minor

Federal loan rules for minors, the 2026-27 limits, cosigner realities, and how teens borrow for college safely.

Start Lesson
II.

Fidelity Youth vs Schwab Teen Investor

Fidelity Youth vs. Schwab

Fees, ownership, and control compared — plus where Greenlight and Acorns Early actually fit.

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III.

Your First Pay Stub, Explained

Where did my money go?

Gross vs. net pay, FICA, federal withholding, and why teens usually get their income tax back at filing.

Start Lesson
IV.

How a Teen Fills Out a W-4

The first-job paperwork

How a teen fills out a W-4, when to claim exempt, and why side income triggers filing at just $400.

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V.

Teen Checking & Credit Before 18

Build history early

The best account setup for a teenager, building credit as an authorized user, and the BNPL traps to dodge.

Start Lesson
VI.

The Before-18 Checklist

Eleven boxes to check

Eleven money skills from first checking account to funded Roth IRA, in the right order — with a printable version.

Start Lesson
VII.

How a Teen Tracks Side-Hustle Income

Records unlock the Roth

A free ledger, two worked examples, the $400 filing rule, and the Roth IRA room good records unlock.

Start Lesson
VIII.

Unemployment Benefits: Can a Teen File?

Who actually qualifies

How unemployment works, the three eligibility tests, why most teens fail them, and when a young adult qualifies.

Start Lesson
IX.

Student Loan Repayment

After the cap & gown

Standard vs. income-driven plans, how PSLF really works, the refinancing trap, and where extra payments rank.

Start Lesson
X.

FAFSA & Scholarship Timeline

Junior year starts the clock

What to do junior year, the October 1 filing move, and how to compare award letters.

Read Guide
XI.

Teen Side-Hustle Taxes

The $400 rule, applied

Records that survive an audit, 1099-Ks, and how hustle profit unlocks Roth IRA room.

Start Lesson
XII.

Federal Grants & Scholarships

The money the government hands out

Pell, FSEOG, TEACH and the service scholarships that pay for everything — what each pays, who qualifies, and what it asks in return.

Read Guide

— Career & Income —

Career & Income

Every career path has its own money playbook. These are theirs.

I.

Military Money

America’s most underused benefits

TSP matching, the Post-9/11 GI Bill, VA loans, SGLI, combat-zone Roth strategies, and the transition plan.

Start Lesson
II.

White-Collar Compensation

Salary is one line of the offer

401(k) vesting, RSUs, ESPPs, deferred compensation, and the job-change moves that protect your benefits.

Start Lesson
III.

The Trades

Paid to learn

Apprenticeships that pay instead of charge, union benefits and pensions, and the head start of a debt-free 22-year-old.

Start Lesson
IV.

From Tradesman to Owner

Price beyond your labor

Side work done legally, the LLC, pricing, hiring, and building something sellable.

Start Lesson
V.

Side Income and Self-Employment Tax

Earn more, keep more

Self-employment tax, quarterly payments, records, and the earned-income rules that unlock Roth IRA space.

Start Lesson
VI.

Federal & State Job Benefits

Pensions still exist here

FERS and state pensions, TSP matching, the 457(b)’s penalty-free early access, and how PSLF actually works.

Read Guide
VII.

Healthcare Careers

Ladders employers pay for

Credential ladders, shift differentials and travel pay, the 403(b)/457(b) double dip, and PSLF.

Read Guide
VIII.

Teachers & Educators

Dodge the annuity trap

The 403(b) fee trap, working the pension formula, service-credit purchases, and the ten-month budget.

Read Guide
IX.

First Responders

20-and-out math

Police, fire, and EMS — pension math, the overtime discipline that builds a second fortune, and planning the career at 45.

Read Guide
X.

Nonprofit & Public Service Careers

Lower pay, real levers

What 501(c)(3) pay and benefits actually look like, why PSLF is the real compensation, and what the Peace Corps and AmeriCorps pay.

Read Guide

— The Reading List —

Book Reviews

Every lesson on this page has a book behind it. We have read, used, and recommended each one to our own family — honest takes, no fluff. From foundational personal finance to value investing classics and books for kids.

Browse the Reading List →
Want the worksheets that go with these lessons? Every lesson on the site has at least one downloadable Excel worksheet to put it into practice.
Browse Worksheets