College Bound? What Parents Need to Know About Student Privacy & Health Care
As summer unfolds and high school graduation becomes a freshly minted memory, families across the country are shifting…
Help Your Child Build Wealth—Starting with Their Summer Job
Mowing lawns, babysitting, or scooping ice cream—if your child has a paycheck, you can invest it for their future. This…
Give Your Child a Head Start: The Power of a Roth IRA
Want to give your child a financial head start? A Roth IRA is a powerful way to help them build long-term, tax-free wea…
529 to Roth IRA Rollover: A Game-Changer for Savvy Savers
One thing’s for sure—college isn’t getting any cheaper. If you’re looking to help your child cover future education cos…
Smart Financial Moves: Opening a Roth IRA for Your Working Child
Imagine your teen has just landed their first summer job at a local cafe. It’s an exciting time, and while they might b…
6 Financial Tips for High School and College Grads
Whether you just set up your dorm room or grabbed your diploma, one thing is clear—the world is your oyster. As a recen…
Financial Moves To Make In Your 50s – Are You Close?
This fourth blog post in our five-part series on financial moves to make in every age decade looks at what you should c…
How To Manage Your Blended Families Finances
According to the U.S. Bureau of Census, more than 50% of American families are remarried or re-coupled, and every day…
Thinking About Your Kids’ College Education? Find Out The ROI Now
College is expensive, to say the least, so it’s important to get the most “bang for your buck” when deciding on higher…