Children

Filling Out the FAFSA

2018-10-24T11:57:40+00:00

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 [...]

Filling Out the FAFSA2018-10-24T11:57:40+00:00

Starting a Roth IRA for a Child or Grandchild

2018-09-07T14:16:09+00:00

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 [...]

Starting a Roth IRA for a Child or Grandchild2018-09-07T14:16:09+00:00

Ways to Fund Special Needs Trusts

2018-01-09T15:17:15+00:00

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 [...]

Ways to Fund Special Needs Trusts2018-01-09T15:17:15+00:00

Having the Money Talk with Your Children

2017-06-16T13:43:15+00:00

  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, [...]

Having the Money Talk with Your Children2017-06-16T13:43:15+00:00