What if I told you Uncle Sam gives you a tax break for sending little Louise to soccer camp? Summer camps can qualify for the IRS’s Child and...
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The best way to leave an IRA or a 401(k) account to a minor is to either designate a custodian to administer the account for the minor or leave it to a...
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As parents, we make numerous decisions. Generally, the moment a couple announces they are expecting a child, the questions start coming… Boy or girl? City...
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As a parent, you know the importance of bringing your child to the pediatrician for regular well-visits. Knowing that your child is reaching developmental...
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As 2016 winds down, take a little time to improve your family finances for the year. Here are six easy money moves that can help your family start 2017 off...
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If you think all financial advisors are required to act in the best interest of their clients, you might be surprised to learn that it’s perfectly legal for...
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Investing wisely is an important part of achieving your long-term goals and preparing for retirement. Keeping track of your investments isn’t hard, but it’s...
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It’s word association and I say “Money”. You say “Power,” “Security,” Happiness,” and “Freedom.” Your partner responds differently with words like...
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Are you a expecting a new baby? Congrats! As a financial planner and mom of 3 (including baby twins), I know what you are going through. Here are some...
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Having life insurance is essential to protecting your family. Many parents wait until a pregnancy occurs before they look into getting a meaningful life...
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