Family Financial Tips During Covid-19

Posted by & filed under Children & Education, Families, Parents, Uncategorized.

Parents are facing immeasurable challenges during Covid-19 as they juggle work, family, school, health and finances. Some families are finding that they’re saving money during Covid-19, but many are watching their expenses increase, or they’re wondering how much they can spend to “survive” the pandemic. Worse, some parents are questioning how they can continue to… Read more »

Custodial Roth IRAs: A Unique Gifting, Learning and Saving Opportunity

Posted by & filed under Ages 11-13, Ages 14-16, Ages 17-18, Ages 3-4, Ages 5-7, Ages 8-10, Families, Parents, Teens.

Did you know that any child who has earnings from a part-time job is eligible to have a Roth IRA, even though they are not yet an adult? Establishing a Roth IRA on behalf of a child, funded either from your child’s direct savings or gifts from you, presents a unique opportunity to take advantage… Read more »

Teaching Your Kids About Investing In A Volatile Market

Posted by & filed under Ages 11-13, Ages 14-16, Ages 17-18, Ages 8-10, Children & Education, Parents, Teens.

Teaching your kids the fundamentals of investing can seem like a daunting project during times of economic stability. Factor in the extreme market volatility we’ve seen during the COVID-19 pandemic, and even the basic tenet of “buy low, sell high” becomes complicated to explain. Financial downturns do present unique opportunities, however. Here we discuss ways… Read more »

Back-To-School Kids’ Financial Literacy Checklist

Posted by & filed under Children & Education, Families, Featured, Parents.

Back-to-school signals a renewed focus on education. That includes your child’s financial education. The start of the new school year is the perfect time to review your kids’ proficiency with money. Use our back-to-school kids’ financial literacy checklist to prepare for the year ahead, with new and exciting financial learning opportunities that reinforce current skills… Read more »