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 »

How To Teach Your Kids To Save Money

Posted by & filed under Uncategorized.

Lemonade stand

There are many aspects to financial learning and literacy, but a pinnacle objective is learning how to save money. Being able to save for your future is critical in supporting your ultimate financial well-being, security, and long-term happiness. It’s also personally rewarding, can build self-confidence, and enhance self-esteem.   It’s important to discuss the value… Read more »