Saving for KidsEstate Planning for Young Families: The Cost, Benefits, & Process23 Jun at 10:23 amHere’s what basic estate planning for young families entails & what it costs. Plus, I’ll share my experience creating ours…
Saving for KidsIs the PA 529 Guaranteed Savings Plan Right for My Family?12 Jun at 7:31 pmThis article explains how the PA 529 Guaranteed Savings Plan works. Read it to determine if this is the right…
InsuranceSaving for KidsI’m a CFP & a Mom | Here’s My Life Insurance Coverage28 Apr at 11:23 amWhat life insurance coverage do parents need? I’m a mother and Certified Financial Planner. We’ll take an unfiltered look at…
InvestingSaving for KidsThe 529 to Roth IRA Rollover | What Parents Should Know22 Feb at 12:03 pmHere’s how parents can use the 529 to Roth IRA rollover to their family’s advantage. Beginning in 2024, you can…
InvestingSaving for KidsOverfunded 529 Plan? These Are Tax-Efficient Solutions.17 Feb at 1:00 amHere are some tax-efficient solutions if you’ve overfunded a 529 plan. 529 college savings plans are investment accounts designed to…
Saving for KidsUTMA vs. 529: Comparing Children’s Investment Accounts21 Jan at 7:41 pmThis article compares UTMA vs. 529 accounts. Picking the right type of children’s investment account can be just as important…
InvestingSaving for KidsPA 529 Plan Investment Strategies & Avoidable Pitfalls15 Dec 2022How are other families investing in the PA 529 Plan? This article outlines their behavior, including two intriguing strategies &…
Saving for KidsPennsylvania 529 Plan Review7 Dec 2022After reading this independent review of the Pennsylvania 529 Plan, you’ll know: What makes the PA 529 Plan a great…
Saving for Kids8 Key Financial Steps for Baby’s 1st Year29 Sep 2022You already know how impactful your baby’s first year is. With their whole life ahead of them, seemingly small actions…
Saving for KidsThe Ultimate Financial Checklist for Pregnancy22 Sep 2022You’re having a baby! 🤗 Financially, now what? 😬 If your nesting process resembles mine, you’re a pregnant version of…