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News Release
Financial Advisors Throughout U.S. Bancorp Piper
Jaffray to Teach Financial ABCs on National Teach Children to Save Day
MINNEAPOLIS - April 16 - "Teach your children well,*"
was a popular lyric when baby boomers were growing up. But statistics
show that today's adults are not always setting examples that live up
to the verse when it comes to saving for the future:
• The U.S. personal saving rate averaged only
1.3 percent in 2000 and 2001 compared to 9 percent between 1960 and
1989 and 6 percent during the 1990s. (Source: The Bank Credit Analyst,
April 2002)
• Personal bankruptcy filings are at record highs in America.
1.5 million individuals filed for bankruptcy in 2001, up from 1.2 million
in 2000. (Source: The American Bankruptcy Institute)
To help stem this tide, U.S. Bancorp Piper Jaffray,
a full service securities firm, has developed an interactive financial
education program for children in fourth through sixth grades, which it
will launch on Thursday, April 18 -- National Teach Children to Save Day.
U.S. Bancorp Piper Jaffray financial advisors will visit approximately
100 classrooms across America on National Teach Children to Save Day,
which was initiated by the American Bankers Association in 1997.
"We are concerned that children are consistently bombarded with 'spend
now, worry later' messages," said Paul Grangaard, U.S. Bancorp Piper
Jaffray president of Private Advisory Services. "Our new Teach Children
to Save program is one of several financial education programs we've developed
to help children achieve their dreams. U.S. Bancorp Piper Jaffray has
a commitment to financial education because children are up against many
barriers."
Grangaard says lack of savings is not the only obstacle for today's children
in living life to the fullest. "Not only have personal savings dropped,
the cost of college -- which supplies one of the greatest future opportunities
for children - has been skyrocketing. Last year college tuition rose 7.7
percent and, as has been widely publicized, experts expect the cost to
outpace inflation for years to come," he said. "We would like
to make a difference in preparing the next generation by reaching out
to families and communities with fundamental financial guidance."
Financial Advisors Teach School
On National Teach Children to Save Day, U.S. Bancorp Piper Jaffray financial
advisors will attempt to make saving and investing money even more fun
than spending it. Fourth through sixth graders will be introduced to a
savings brain-teaser the firm developed called, "Let's Make a Deal."
Children are to assume that their parents are planning to give them an
allowance to do a daily chore such as walking the dog or cleaning their
room. They are asked to give their parents a choice between paying them
$20 a month or paying them a penny the first day, two pennies the second
day, four pennies the third day and so on, doubling the pennies each day.
Which should the parents choose?
While children typically will say $20, most adults know there's a hitch.
And they're right. Within two weeks the pennies add up to $163.83. After
one month the pennies add up to $10,737,418.23! Following this brain-teaser,
financial advisors will teach students how to make money grow through
a savings account or CD. Finally, they will introduce them to the concept
of stocks through a stock game.
Parents have a role in helping children to save
Parents have an important role in reinforcing savings lessons children
will learn in school on April 18. Here are some savings tips for parents
to use with children at home:
1. Give them an allowance with the understanding that
part of it goes into their own savings -- a first step toward learning
to budget.
2. To make their savings visible and real, have them build up savings
in a piggy bank. Then help them open their own bank savings account,
and have them make deposits each month.
3. Use their monthly statements, or the record in their savings passbooks,
to show them how their money is growing.
4. For every dollar children earn, encourage them to spend 25 cents
on what they want or need now, put 25 cents away for a bigger-item purchase
later and save or invest the rest. (That's a 50 percent savings rate!)
5. Make savings and investing fun. Give children play money to "invest"
in stocks they can track in local newspapers. If the stocks go up, pay
them in more play money; if the stocks decline, they pay you.
6. Best of all, show children how to save by example. Adults can save
by having a portion of their paycheck directly deposited into a savings
account, IRA, 401(k) account or other savings options.
(Source: American Bankers Association)
College savings plans can help parents save for their children
In addition to helping children to save their own money, parents can also
help children get a good start in life by saving for their children's
college education early. The returns from an investment in college beat
just about any other investment:
• People with bachelor's degrees earn an average
of 80 percent more than those with only a high school diploma.
•Over a lifetime, that can add up to a million-dollar difference,
according to the U.S. Census Bureau.
The lifetime rewards of college require a substantial
capital outlay, however. The cost of a public college education today
averages $3,754 a year, while the cost of private college today is about
$17,123 a year, according to The College Board. Typical room and board
expenses run about $5,254 at a public college and $5,455 at a private
college. And the cost of college is outpacing inflation. The College Board
estimates that public college for a child born this year will likely cost
more than $124,00 over four years, and private college will total $270,000
over four years.
Education Savings Plans Help Foot the Bill
College savings plans, including the 529 college savings plan and Coverdell
Education Savings Account, allow parents or grandparents to set aside
money each year for college tuition tax deferred. When a child is ready
for college, he or she can also make federally tax-exempt withdrawals
to pay for qualified expenses such as tuition, as a result of new tax
laws.
These plans are only two of several options for college saving. Parents
should learn about all the options before deciding on a plan that's right
for them. A good overview is provided on the Web at www.piperjaffray.com.
The lesson for both parents and children is that putting away even a little
money consistently can help children achieve their dreams in life. And
a little help from a financial advisor to determine savings and investing
plan will help families prepare for a bright future.
U.S. Bancorp Piper Jaffray, a subsidiary of Minneapolis-based
U.S. Bancorp, provides a full range of investment products and services
to individuals, institutions and businesses. Approximately 1,200 financial
professionals provide investment guidance to clients through more than
120 offices in 18 Midwest, Mountain, Southwest and Pacific states. The
company also has a national reputation for its expertise in debt and equity
financing for growth companies. U.S. Bancorp offers a comprehensive range
of financial solutions through U.S. Bank, U.S. Bancorp Asset Management,
U.S. Bancorp Investments and U.S. Bancorp Piper Jaffray. For more information,
visit our Web site at piperjaffray.com.
*Crosby, Stills, Nash & Young, "Teach Your Children"
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