Raising Financially Savvy Children
Rearing financially savvy children can help your children achieve financial independence during their life.
30-Somethings Looking to Start a Family
The "Money Talks" host review a financial plan for a couple in their mid-30s and offer their suggestions.
Financial Considerations for becoming a Stay-at-Home Mom
The "Money Talks" hosts address a listener’s question about financial concerns for being a stay-at-home mom.
The Importance of Naming a Guardian for Your Minor Children
A guardian is someone who the parents choose to care for their minor children in the event they cannot. While this may prove to be a tough decision to make, once agreed upon, the guardian can be simply named in the parents’ Wills. For more information, such as the things to consider when choosing a guardian, read this Financial Strategy.
How Children Affect Your Financial Life
Children play a humongous role in your financial life. When adding a child to your family, you should prioritize and address the most critical areas of your finances to prepare for the future. Having a child involves estate, insurance, tax, and education planning. For more information on how a child affects each of these key areas, read this Financial Tip.
Investment Strategy for a Child’s IRA
If you have decided to establish an IRA for your child, there are several decisions you must make, including which type of IRA to use and what investments to choose. For more information on how we apply our Ten Year Rule investment philosophy to a child’s IRA, read this Financial Strategy.
Budgets for College Students
With students preparing to leave home for school, now is a good time to introduce your college students to creating a budget. It is important for your children to view a budget as a tool that will help them save for large expenditures like a Spring Break trip, rather than a method of control by you. For more information on budgets for college students, read this C.P.A. Insight.
Planning with Children from a Previous Marriage
If you have children from a previous marriage, you will want to clearly outline what they are to inherit in your Will as your current spouse could cut them off after your death.
Do-It-Yourself Financial Planning
If you intend to create your own financial plan, we suggest consulting an insurance agent, a tax adviser and an estate planning attorney in addition to establishing your savings plan.
Georgia HOPE Grant & HOPE Scholarship
The HOPE Scholarship programs were established in 1993 for Georgia residents who are seeking a higher education degree. There are several types of HOPE programs, including grants, scholarships and scholarships for non-traditional students.