The Million Dollar Family: Cost of Raising Kids

September 1, 2013

Do you struggle with finances? Are you contemplating going back to work or seeking a pay raise to help pay the bills? Do you miss those pre-kids’ days with expendable income? I know a number of families in this situation.

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How to Choose the Best College Savings Account

August 1, 2013

After the lazy days of summer, the Fall is often a time of renewed focus on planning and project completion before year-end. To that end, if getting serious about saving for your kids’ college is one of your projects, there are several different account types to consider.

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The Cost of Private School in the Bay Area

June 1, 2013

Private schools are a wonderful part of our education system. Families choose to send their children to private schools for many reasons: lack of good public schools in their area, adherence to a particular educational or religious philosophy, better support for special needs children or a desire to replicate their educational background, as well as a belief that a particular private school might provide their child a superior educational experience.

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Teaching Kids the Difference Between Needs and Wants

May 1, 2013

There are many skills we need to teach our kids to be successful in life. Quite a few of them relate to money – how to create a budget, how to save for the future, delayed gratification, how to know the value of a dollar. One of the most important life skills that relates to money is how to distinguish between needs and wants.

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‘Tis the Season of Giving

December 1, 2012

The holiday season tends to be a season when we feel more charitable towards our fellow human beings. It is also a great time of year to teach young children about giving back. Opportunities abound to drive this lesson home.

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How to Find the Best 529 Plan

February 1, 2011

I recently conducted some research on 529 plans while deciding which plan to open for my daughter. I had chosen Utah’s 529 plan a few years back for my son, but wanted to make sure it was still one of the best choices given the market challenges of the past couple of years.

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Raising Financially Fit Kids

January 1, 2011

Did you know that 75% of parents think teaching kids about money is a moral imperative, but only 36% report knowing how to do so[1]? These statistics speak both to the perceived importance of the task and to the high level of financial illiteracy in our country. 

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