Estate Planning for Young Families: The Cost, Benefits, & Process
Here’s what basic estate planning for young families entails & what it costs. Plus, I’ll share my experience creating ours…
Saving for Kids
Is the PA 529 Guaranteed Savings Plan Right for My Family?
This article explains how the PA 529 Guaranteed Savings Plan works. Read it to determine if this is the right…
I’m a CFP & a Mom | Here’s My Life Insurance Coverage
What life insurance coverage do parents need? I’m a mother and Certified Financial Planner. We’ll take an unfiltered look at…
The 529 to Roth IRA Rollover | What Parents Should Know
Here’s how parents can use the 529 to Roth IRA rollover to their family’s advantage. Beginning in 2024, you can…
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…