Direct Answer
19 guides for families on teaching kids about money, custodial accounts, 529 plans, college aid, estate planning, divorce, blended families.
Family Investing Guide
Guides for families navigating investment decisions across generations: teaching children about money, opening custodial accounts, funding 529 plans, coordinating beneficiary designations, planning for college aid, and handling the financial complexity of divorce, blended families, and business succession.
Teaching and Building Foundations
- Talking to children about money and investing
- UGMA/UTMA custodial accounts for minors
- 529 college savings plan fundamentals
- Roth IRA for teens with earned income
- Parent-child investment matching programs
Family Financial Practices
- Teaching investing with allowance money
- Annual family financial meetings
- Family beneficiary designation coordination
- Generation-skipping trust basics
- Annual gift tax exclusion strategies
College, Inheritance, and Complexity
- FAFSA and financial aid impact of investments
- Preparing heirs to inherit wealth
- Intra-family loans and IRS AFR rules
- Investing while supporting parents and children
- Protecting investment accounts in marriage