Recently, a prospective family was preparing for the birth of their first child. They asked, “What should we be doing to prepare for a child...
Financial Planning for Kids
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College Planning
How To Save For College Tax-Free
Paying for college is high on our client's priority list. College planning is so essential to some that people often neglect their retirement...
How Much Should I Be Saving For Financial Independence?
You just won the lottery! Now, you have $2 million to your name, well you'll have to pay taxes, but your ship has come in! Time to tell the boss...
How Do I Save for College?
There are two popular paths for college savings: a 529 savings plan or a Roth IRA. There are some accounts that I tend to shy away from (UTMA, UGMA,...
How to Prioritize: Retirement vs. College
Saving for your children's college is undoubtedly a noble goal. Many have benefited from Mom and Dad working hard to send them to college. Often...
What Are You Saving For?
The planning process begins with identifying our goals. I personally like creating t-charts (see example above). On the left column, I create a...
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