Once my son’s savings piggy bank accumulated a fair amount, it had been my plan to take him to a local bank to open a passbook savings account, so he could experience opening an account, have tangible evidence of his money and watch it grow. I recently began the search for a passbook savings account and came to the realization that this type of account has gone the way of the Dodo bird.
One of the most divisive issues in couples’ relationships is money, so what better way to celebrate Valentine’s Day than to sit down with your loved one and talk about money in a calm, relaxed setting?
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.
The holiday season is upon us. This time of year can be filled with lots of fun activities and positive emotions. However, it can also be a stressful time for many, running from one party to the next, trying to get it all done in time and wondering how you are going to pay for it all.
As a financial planner, I often get asked by friends for advice on choosing a financial advisor. I thought I’d share a few resources with others who might be on the hunt for a financial advisor.
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.