The 529 to Roth IRA Rollover | What Parents Should Know
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Here’s how parents can use the 529 to Roth IRA rollover to their family’s advantage. Beginning in 2024, you can…
Saving for Kids
Overfunded 529 Plan? These Are Tax-Efficient Solutions.
Here are some tax-efficient solutions if you’ve overfunded a 529 plan. 529 college savings plans are investment accounts designed to…
UTMA vs. 529: Comparing Children’s Investment Accounts
This article compares UTMA vs. 529 accounts. Picking the right type of children’s investment account can be just as important…
PA 529 Plan Investment Strategies & Avoidable Pitfalls
How are other families investing in the PA 529 Plan? This article outlines their behavior, including two intriguing strategies &…
Pennsylvania 529 Plan Review
After reading this independent review of the Pennsylvania 529 Plan, you’ll know: What makes the PA 529 Plan a great…
8 Key Financial Steps for Baby’s 1st Year
You already know how impactful your baby’s first year is. With their whole life ahead of them, seemingly small actions…
The Ultimate Financial Checklist for Pregnancy
You’re having a baby! 🤗 Financially, now what? 😬 If your nesting process resembles mine, you’re a pregnant version of…
Invest for Retirement or My Kid’s College Tuition? How to Do Both.
Millennial parents are faced with quite the conundrum. Do we save for our children’s education or invest for our own…
3 Roth IRA Strategies to Grow Your Family’s Wealth
If you don’t have a Roth IRA yet, never fear. This post is for you. Let’s start with a trip…