Category

Children

Filling Out the FAFSA

October 24, 2018 · · Articles, Cash Management, Children · 0 Comments

There is really no reason to wait   October is here – the ideal time for college students to apply for financial aid. October 1, in fact, marks the first day a current or future college student can submit a Free Application for Federal Student Aid, or FAFSA, for the 2019-20 academic year. Since some states.

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Starting a Roth IRA for a Child or Grandchild

September 7, 2018 · · Articles, Cash Management, Children, Investing, Retirement · 0 Comments

This early financial decision could prove profoundly positive over time.   Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for future goals by assisting them to create and fund a Roth.

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Ways to Fund Special Needs Trusts

January 9, 2018 · · Articles, Cash Management, Children, Estates & Trusts, Financial Planning, Insurance · 0 Comments

A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for, and a special needs trust may be used to address that financial challenge.   In.

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Having the Money Talk with Your Children

June 16, 2017 · · Articles, Cash Management, Children, Estates & Trusts · 0 Comments

  How much financial knowledge do they have? Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn money lessons by paying, to reference William Blake, “the price of experience.”   Broadly speaking,.

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