Practical money management skills learned at an early age can have a lasting impact on the rest of your child’s life. In fact, this is one of the most important areas where you can truly change the course of their life. Educating your children about financial wellness will help them build healthy spending habits for… Read more »
Tag: Life Stage: Parent
Whether you’re recently expecting, or are expecting your kids to leave the nest soon, you have special financial considerations. Check out these tips for preparing your children (and yourself) for financial wellness.
ASK A FINANCIAL PLANNER You can, but it isn’t your best option. Your 401(k) plan should be dedicated primarily to your retirement. There are two primary drawbacks to using your 401(k) for college funding. First, if you withdraw funds from your 401(k) before you are 59½, you will owe a 10% premature distribution penalty on… Read more »
The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there’s a lot to talk about. On December 21, 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. Included in the bill were several provisions related to education, including many changes to… Read more »
Download Be Cybersmart, a fun activity book filled with coloring pages, puzzles, and more! October is National Cybersecurity Awareness Month, and being cyber smart is important for the whole family. Be Cyber Smart is an introduction to strong passwords and the tricks bad guys use to get your information. Check out more fun online tools… Read more »
ASK A FINANCIAL PLANNER As you prepare for life with your new child, it’s time to prepare a new financial plan for your family or make any necessary changes to your existing plan. You’ll want to consider how your baby will affect your budget, make sure you have adequate insurance, protect your child’s future with… Read more »
Age, illness, or injury can affect our ability to handle our finances. It’s a difficult subject to think about, and it can be even harder to discuss with loved ones. But having a plan in place is essential to protect your financial wellbeing and future. Who Should Think About Planning? Preparation is for everyone. A… Read more »
ASK A FINANCIAL PLANNER Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two. What is a Will? A last will and testament is a legal document that lets you direct how your property will be dispersed… Read more »
Download Let’s Go to the Credit Union, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. Let’s Go to the Credit Union is an introduction to money management concepts — like saving, depositing, withdrawing, and checking your balance. Check out more fun… Read more »
Download Grow Your Savings, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. Grow Your Savings is a spring themed introduction to the magic of interest. Check out more fun online tools to teach kids about money.
Download SMART Goals & Saving, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. SMART Goals & Saving is an futuristic themed introduction to making goals that work. Check out more fun online tools to teach kids about money.