Kids & College Planning

Opening Multiple 529s per Beneficiary: A Guide to Help You Get Started

By Melissa Joy, CFP®, CDFA® / May 26, 2022

529 plans are a strategy that many use to save for a loved one’s college education. Although most people are familiar with the benefits of a 529 plan, there are […]

woman holding a piggy bank on a blue wooden table

The 3 Money Conversations to Have With Your Kids

By Melissa Joy, CFP®, CDFA® / March 29, 2021

Do you talk openly about money with your kids? I consider myself an open book when it comes to money. If someone compliments me on my shirt, I am likely […]

How to Talk to your Kids About Money: Webinar Recap

By Melissa Joy, CFP®, CDFA® / July 19, 2019

Our July webinar focused on how to talk to your kids about money. The presentation covered topics including money by stages, learn to earn, making saving and investing fun, and […]