5 posts tagged as "Children"
June 12, 2019
Father’s Day Finance Tips: How should your investment strategy change once you have children?
Parenting young children is no dad joke. Fatherhood brings an unbelievable mix of emotions – the most joy, stress, pride…
October 17, 2016
New Parent Tax Planning Tips
Are you or someone you know a new parent this year? This big change in your life could also have…
April 16, 2015
Preparing Your Children for Financial Independence
The year is flying by. Tax day is officially behind us, and soon we will be heading off to summer…
February 25, 2014
Using Lifetime Trusts for Children in Your Estate Plan
As Benjamin Franklin told us over 200 years ago, “In this world, nothing is certain except death and taxes.” Nobody…
January 3, 2014
Beyond ABC’s and 123’s, Teaching Young Children about Money
As parents and grandparents, many of you share the desire to prepare your children to become educated, happy, and financially…