Finding the right gift for kids and grandkids isn’t always easy. Toys break, trends change, and clothes are quickly outgrown. That’s why more families are considering financial gifts that last far longer.
The 529 Plan to Roth IRA Rollover: What Grandparents Should Know – Forbes
For families saving money for college, 529 savings plans are important tools. If you’re a grandparent, you’re likely eager to contribute to a 529 for your grandchild, but what happens to the remaining funds after your grandchild completes their education?
Be Aware When Buying or Selling a Second Home
Based on our experience, buying or selling real estate necessitates a thorough analysis of various financial aspects, including financing options, cash flow analysis, tax considerations, and how these decisions align with your overall financial planning goals.
If Widowhood Happened Tomorrow, Would You Be Prepared?
No one wants to think about something happening to someone we love, but it’s important to be prepared. If you were to become a widow tomorrow, would you know what to do?Here, we share some questions to ask yourself in order to prepare for widowhood should it happen.
Are Your Adult Children Still Asking for Money? Here are Four Ways to Get Them to Stop Relying on You Financially
Are you still paying your children’s phone bill or offering financial assistance when they ask for it? Supporting your adult children can decrease your chances of a quality retirement and inhibit their growth. If it’s time to cut the cord, follow these four steps to ease the process!
You’ve Inherited Money, Now What Should You Do?
What would you do if you received an inheritance of money? Most people don’t think about this unless they already know it’s coming in the near future. Even then, it can be overwhelming to face all the options you may have and decisions that need to be made as to what to do with the money. There are also a lot of emotions involved with receiving an inheritance; it can be a bittersweet experience.
After Your Spouse Has Passed: Your Financial Guide
What are the financial considerations a widow may encounter? Here is information to help navigate your finances after a loss.
Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2022
Here are some tips to help ensure that your parents don't fall victim to elder financial abuse.
Preparing Your Adult Children to Inherit Wealth
Three steps you can take to prepare and empower your adult children to inherit generational wealth and make the most of your bequest.
5 Financially Savvy Gift Ideas
Five unique gift ideas that will help provide your kids and grandkids with a substantial advantage when it comes to financial security and teach them valuable money management skills as well.