Next Generation

January 18, 2022

Adventures in Business Ownership

I have always loved a good adventure! A challenge involving a little risk and an […]
September 29, 2021

Maximizing Wealth Transfers to Minors

If you wish to maximize wealth transferred to a minor child or grandchild without having […]
September 28, 2021

Pay It Forward: A Primer on Intra-family Loans

In 1946, my grandparents, both children of Swedish immigrants, borrowed money from their parents and […]
May 28, 2019

Empty Nest: Kids Out, Tuition Bills In! How to Use your 529 Plan to pay for College

The nest is empty! My youngest headed off for his freshman year of college recently. […]
March 1, 2019

Boomerang Generation

In 2012 the Pew Research Center published an article on The Boomerang Generation. They found that […]
February 15, 2019

Financial Playbook for Young Adults

Many young adults tell us that they are entering the workforce with little financial training. […]
September 25, 2018

One More Reason to Fund 529 Plans—a 529 Plan UPDATE

School is back in session. For those of you with children (or grandchildren), the pressing […]
January 1, 2018

Kiddie Tax Update

Several years ago, we wrote an article about the Kiddie Tax. The recent Tax Cuts and […]
August 15, 2017

Eighteen-Year-Olds Are Adults

I’ve never considered myself a helicopter mom. However, I have always considered myself part of […]