Paving and Paying the Way for your Kids and Their Kids
Children will change your financial planning needs more than any other life event.
This section covers a few of the more significant financial impacts children can have on your life, starting with your very first child. You’ll learn about the need for an emergency fund, more insurance and estate planning. We’ll talk about a few of the steps you may need to take if you’re caring for a special needs child, such as drafting a will, setting up a trust and exploring government benefit programs. Then, we’ll explain the ins and outs of the big long-term savings goal—paying for college—including different ways you can save money in tax-deferred accounts without putting your own retirement savings at risk. Finally, we’ll discuss how grandparents can help take on more financial responsibilities for their grandchildren and list some ways they can help without undercutting their own financial security.
Plan with us
Children will change your day-to-day life and your financial needs more than any other life event. Let us help you financially prepare yourself.