3 advantages of using a UTMA account to quick-start your child’s future
3 Advantages of Using a UTMA Account.When it comes to saving for your child's future, there are a variety of options to choose from. Two popular choices are UTMA accounts…
Solved: You Don’t Need to Be Rich to Invest
What do you feel when you learn about other families’ successful kids? Jealousy? Joy? Curiosity about how they accomplished it? Maybe a bit of everything? However you feel, you want…
Fear of Investing
We know our kids can be scared of many things: the dark, monsters under the bed, creepy bugs or ghosts. Parents even know how to ease a kid’s fears, by…
What legacy can parents with student loans leave to their kids (that isn’t more student loans)?
Most parents hope to create wealth to benefit their children. They dream of helping their children become successful, so they can pass prosperity on to the next generation, the grandkids,…
The Four College Saving Tips Parents Need to Know
As the days get longer and the sun shines a bit brighter, many families are getting ready to travel, go on vacations or start their summer grilling. Across the country,…
Why a 529 College Savings Plan is the Best Gift Grandparents Can Give
A lot of people swear by their grandma’s secret chocolate chip cookie recipe – flour, butter, sugar, chocolate chips, and love – those ingredients combined somehow make the best cookies…
How The Recent Tax Reform Extended 529 Plans to Kindergartners and High Schoolers
While most families associate 529 plans with college or university, few know that they can now be used for K-12 private education. The new tax law passed by Congress last…
The Top Five Myths of 529 Plans to Get You Ready for College
Parents often have many questions about 529 Plans – what they are, how to use them, what their benefits are. We’ve covered all those topics in other posts here, but…
Help Your Kids Achieve Their Dreams
Dear parents, can we all agree on one thing regarding our kids?
We want our kids to achieve all of their dreams, and with a little push – they will finally be able to do that! (more…)
529 – The Three Numbers Parents Need to Know for College
Sending children to college can be one of the most rewarding experiences of a parent’s life. The excitement of watching your son or daughter start a new journey, coupled with the promise of all the wonderful things they’re going to learn can bring immense joy. Knowing that the next few years will be a transformative experience, parents try to prepare for the road ahead as best they can. But let’s face it, the prospect can be a bit overwhelming. The cost of college has been rising steadily for decades. This is why parents need to know about the 529 plan!