About Us

Our Mission

To empower children and adults across the socioeconomic spectrum with the knowledge and skills essential for successful financial decision making.

WHO WE ARE

As the core initiative of the Jonathan D Rosen Family Foundation, a non-profit 501(c)(3) organization, Wealthy Habits is changing the way students around metro-Atlanta think about money.

Our financial literacy programs provide engaging, real-world experience to the students for an education they will never forget. As one of the few organizations providing financial literacy education to kids in Atlanta, we believe it is our duty teach as many students as possible.

Why What We Do Is Important

Financial education has the potential to shape the future of the youth. When people make more informed financial decisions, they live more enriched lives.

At Wealthy Habits, we focus on changing mindsets. When you introduce financial skills without providing a sufficient “why,” the education falls flat. By engaging students in a way that makes the lesson relevant to their own lives, we make a difference.

Our Blog

Our blogs are focused on providing unbiased information to everyone. Learning the pros and cons of numerous personal finance topics teaches you to make the choice that best suits your personal situation.

Should You Set Up an Investment Account for Your Child?

Should You Set Up an Investment Account for Your Child?

Author: Tyler McCain Tyler graduated from Georgia State University in 2019 with a bachelor’s degree in finance. He is a former Wealthy Habits instructor. At this point, we have discussed child whole life policies and 529 plans in articles on the Wealthy Habits blog....

read more
Are Child Whole Life Insurance Policies A Good Investment?

Are Child Whole Life Insurance Policies A Good Investment?

Depending on what you read, a life insurance policy for your child is either the best decision for your child’s future or detrimental to it. When you search “child whole life policies” on Google you are inundated with articles by the same companies that sell the...

read more
What You Need to Know When Choosing a 529 Plan

What You Need to Know When Choosing a 529 Plan

  When it comes to saving for your child's future, you have several options. You could set aside money in an investment account to purchase blue-chip companies, open a whole life policy for your child, or create a 529 plan for education expenses. These are not all the...

read more

Our Blog

Our blogs are focused on providing unbiased information to everyone. Learning the pros and cons of numerous personal finance topics teaches you to make the choice that best suits your personal situation.

Should You Set Up an Investment Account for Your Child?

Author: Tyler McCain Tyler graduated from Georgia State University in 2019 with a bachelor’s degree in finance. He is a former Wealthy Habits instructor. At this point, we have discussed child whole life policies and 529 plans in articles on the Wealthy Habits blog....

read more

Are Child Whole Life Insurance Policies A Good Investment?

Depending on what you read, a life insurance policy for your child is either the best decision for your child’s future or detrimental to it. When you search “child whole life policies” on Google you are inundated with articles by the same companies that sell the...

read more

What You Need to Know When Choosing a 529 Plan

  When it comes to saving for your child's future, you have several options. You could set aside money in an investment account to purchase blue-chip companies, open a whole life policy for your child, or create a 529 plan for education expenses. These are not all the...

read more