I Am Providing for Kids
Podcast Episode 35: The College Funding Challenge
In this episode, parents and grandparents learn about college funding, reducing the cost and saving up with the updated FAFSA and 529 plans.
Podcast Episode 30: Smart Holiday Shopping
In this episode, we discuss holiday shopping for for kids or adults, creating family traditions, finding bargains, and giving experiences.
Estate Planning Checklist
Estate plans are a critical piece of your financial life. Like it or not, we’re all going to pass away some day. How will your assets be handled? Who’s going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary family arguments after you’re gone. Our estate planning checklist will help guide you through each of the key aspects of an estate plan.
Podcast Episode 25: Creating Successful Estate Plans and Strong Family Relationships
This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.
Podcast Episode 22: Should You Save For Your Kid’s College Education?
In this episode, we walk you through how we as advisors and as parents consider whether to save for college, and tools we might use.
Ways to Save for Your Kid’s College [Video]
Trying to save for your kid’s college tuition? In this video, we share some questions to consider and the savings options available to you.
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