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August 2023

Giving Money to Kids

Giving Money to Kids: UGMA<span class="ct-small-caps">s</span> and UTMA<span class="ct-small-caps">s</span>, 529 Plans, and More

August 23, 2023 | Jason Speciner
What's the best way to give money to kids? We combined our "Giving Money to Kids" series into one all-inclusive piece so you can weigh your options. From 529 Plans and Coverdells to UGMAs and UTMAs, IRAs, and Minors trusts, you'll find it all right here.
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Childfree Financial Planning: Going from the SINK to DINK — or DINK to SINK — Lifestyle

August 9, 2023 | Regina Neenan
Explore the practical financial considerations for individuals transitioning from single-income no-kids (SINK) to dual-income no-kids (DINK) lifestyles, and vice versa. Get guidance on the financial considerations that should be top of mind whether you are starting or ending a relationship.
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