Education Planning

Online Financial Literacy Resources for Kids

Activities and resources for all ages from the Consumer Financial Protection Bureau:www.consumerfinance.gov/consumer-tools/money-as-you-growOnline apps and games for elementary, pre-teen and teenagers…

Age-Based Financial Literacy Checklist

Ages 4-7: Making Spending DecisionsThe objective of this lesson is to introduce structured spending decisions to assist young children in…

Should You Leave Your IRA to a Child?

Can a child inherit an IRA?The answer is yes, though they cannot legally own the IRA and its invested assets….

Coping with College Loans

Is student loan debt weighing on the economy?Probably. Total student loan debt in America is now around $1.5 trillion, having…

Should You Use 529 Plan Funds on K-12 Education?

When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the…

Smart Financial & Insurance Moves for New Parents

Being a parent means being responsible to a degree you never have been before.That elevated responsibility also impacts your financial…

Leaving a Legacy to Your Grandkids

Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies.A family legacy…

College Funding Options

How can you cover your child’s future college costs?Saving early (and often) may be the key for most families. Here…