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Kids & Family Money
From allowance to college—family‑friendly strategies that make money simple.
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Latest in Kids & Family Money
Should you take a personal loan for your wedding or use savings? Experts explain the smarter money choice
1+ day, 15+ hour ago (330+ words) A wedding is clearly a major life event for an individual. Still, while gearing up for celebrations is extremely important, so is the financial planning behind the entire wedding event. This is critical because paying for a wedding should not…...
What are the requirements for private student loans?
1+ day, 21+ hour ago (1127+ words) Get your credit in the best shape possible before applying....
Estate planning isn’t just for the wealthy. What Californians should know
2+ day, 5+ hour ago (1044+ words) When one of Ravi Kalyanaraman’s colleagues died unexpectedly in March 2022, the loss rattled his workplace. The colleague was only in his late 40s. Kalyanaraman, who works in hardware design, had worked with him for years. The sudden death prompted conversations among…...
He Retired in Vermont Without Enough Saved. The State's Shortage of Rides for Seniors Became His $3,100-a-Month Second Act
2+ day, 14+ hour ago (734+ words) A Vermont retiree discovered that his state's most frustrating rural problem was quietly filling a hole in his retirement budget that his savings never could. The Bureau of Labor Statistics reports average annual household expenditures of $78,535 in 2024, up from $77,280 in…...
New Estate Planning Book, 'I Wish I Talked To You Sooner,' Urges Families to Leave Answers, Not Questions
5+ day, 22+ hour ago (606+ words) DENVER, CO, UNITED STATES, September 14, 2026 /EINPresswire.com/ — Estate planning is one of those responsibilities people tend to postpone. The paperwork can seem complicated, the conversations can be uncomfortable, and, for many families, there is always a reason to deal with…...
A “Disciplined Simplicity” Approach to Estate Planning
4+ day, 7+ hour ago (862+ words) Help match complexity with a client’s goals, concerns and ability to follow. “I just want a simple estate plan.” Wealth managers and financial advisors hear versions of this request regularly. It sounds straightforward, but it may carry more meaning than…...
Can You Afford to Live on One Income? 7 Things to Do Before a Parent Quits
4+ day, 4+ hour ago (1508+ words) Giving up a second paycheck can change far more than your monthly budget. Here's what to consider before your family makes the switch. It's a question that comes up often among new parents and there's surprisingly little information out there…...
Spending $525,000 Will Fulfill a Lifelong Dream. And Might Crater Our Financial Stability.
4+ day, 6+ hour ago (618+ words) We have an almost 2-year-old, with another child due in January. I’d love a new way of thinking about this, or a push in the right (or wrong!) direction. —Raising a Family (and the Roof) Dear Raising a Family, Financially,…...
Retirement vs. kids' college — helping clients with tough savings choices
4+ day, 18+ hour ago (759+ words) Some parents find themselves in a financial gray zone — making too much money to qualify their children for financial help with colleges, but not enough to pay for it themselves without serious repercussions for their own retirement savings. The problem…...
From Tuition To Trades: How 529 Plans Have Evolved
5+ day, 27+ min ago (682+ words) Finances FYI Presented by JPMorgan Chase For years, a 529 plan was treated as a very specific financial tool: Parents could put money aside, watch the account grow, and use it for a child’s college expenses. That basic idea still holds,…...