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101 Investing Tips for Families Starting Their Financial Journey

Starting your investing journey can feel overwhelming—but it doesn’t have to be. Whether you’re planning for your child’s education, a first car, or long-term security, it all starts with the…

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Read more about the article Fear of Investing

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…

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Read more about the article Why a 529 College Savings Plan is the Best Gift Grandparents Can Give

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…

Continue ReadingWhy a 529 College Savings Plan is the Best Gift Grandparents Can Give
Read more about the article How The Recent Tax Reform Extended 529 Plans to Kindergartners and High Schoolers

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…

Continue ReadingHow The Recent Tax Reform Extended 529 Plans to Kindergartners and High Schoolers
Read more about the article The Top Five Myths of 529 Plans to Get You Ready for College

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…

Continue ReadingThe Top Five Myths of 529 Plans to Get You Ready for College

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…)

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Read more about the article 529 – The Three Numbers Parents Need to Know for College

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!

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Continue Reading529 – The Three Numbers Parents Need to Know for College

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All investing involves risk.

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