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Financial Planning Child

Oh, Baby! The Financial Planning Moments In Your Child’s Life

April 5, 2023 | Jason Speciner
Did you know that your child will experience one of life’s major financial planning milestones almost as soon as they’re born? From the key moments all children and young adults share to other mini-milestones that you can add along the way, check out these key financial planning moments for children.
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3 Tips for Financially Preparing for a Child

3 Tips for Financially Preparing for a Child

March 23, 2022 | FPFoCo Team
Getting ready to add to your family? Oh, baby! Don't miss these three tips to help you financially prepare for your child.
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Who Says Money Isn't Romantic?

Who Says Money Isn’t Romantic?

February 9, 2022 | FPFoCo Team
This Valentine's Day, we invite you to bring a little romance to your finances! Find tools you can use to connect and communicate with as well as deepen your commitment to your significant other. It's the perfect time to discuss your financial intentions — and share the love! 
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5 Money Lessons I Learned from Disney

5 Money Lessons I Learned from Disney

September 15, 2021 | FPFoCo Team
Be generous with your assets and also proud of your money. Learn the stories behind these and three more Disney-inspired money lessons.
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Inherit

Are You Inheriting Money? Don’t Miss These 5 Steps

April 7, 2021 | Jason Speciner
If you were to receive a large monetary gift from a loved one, what would you do with it? Every day, beneficiaries are inheriting money when loved ones pass, but they don’t always know what to do with it — even if they have their own financial plans already in place. Learn how to make the most of such a gift and plan your own estate.
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Romance

Romance and Money: Let’s Get Fiscal!

February 10, 2021 | FPFoCo Team
Romance is in the air for Valentine’s Day, and we released a Personal Finance Module titled "Romance & Money." Here’s a free preview!
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Marriage

Getting Married — and Marrying Your Finances

October 23, 2019 | Jason Speciner
Do you hear wedding bells in the not-so-distant future? Did you recently tie the knot? If so, maybe you’re wondering whether you and your spouse should marry your finances. Read on for the case for and against combining as well as an easy how-to — whether you decide to unite your money or not.
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UGMA and UTMA

Giving Money to Kids, Part 3: Minors Trust, UGMA and UTMA Accounts

June 19, 2019 | Jason Speciner
Looking for more ways to give money to the kids in your life? If Section 529 plans, Coverdell accounts, and IRAs don’t seem like the right gifting vehicles for you, the options in part 3 of our series may be of interest. Read on to learn the ins and outs of the Minors trust as well as UGMA and UTMA accounts.
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Coverdell

Giving Money to Kids, Part 2: Coverdell and IRA Accounts

May 29, 2019 | Jason Speciner
In Part 2 of our series on giving money to kids, we explore two other higher education investment vehicles: the Coverdell Education Savings and individual retirement arrangement (IRA) accounts. Learn the ins and outs of each — as well as how they compare to 529 plans — as you create your savings plan.
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