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Holiday Gifting with the Future in Mind

(December 12, 2023) - As parents, grandparents, aunts, uncles, or even as a family friend, sometimes it is so hard to find a unique, meaningful gift for children in our lives. Toys, games, clothes, and candy make great traditional gift options, but giving the gift of higher education savings is also a meaningful gift option that many people don’t think about. Gift contributions to a 529 education savings account will have a positive impact on a child’s future that will last a lifetime.

Ready or Not

(March 16, 2022) It is already that time. Although we don’t want to admit it, we must. It’s tax season. Those two words alone can make teeth grind and headaches emerge. Most of us will ask ourselves “When will I have the time and energy?” seemingly over and over before finally sitting down to get started. Not only that, but are all documents and passwords needed to file in order? While these are dreaded questions, there is another that brings a bit of joy and hopefulness. If receiving a refund, where should it go how will I use it?

New Beginnings

(January 20, 2022) A lot of us set ambitious goals while basking in the glow of a bright and shiny new year. (As for me, my resolution last year was to obtain visual confirmation of the existence of my garage floor.) But few actually end up following through on those plans. According to a study by Clinical Psychology, only 46% of people who made New Year’s resolutions ultimately accomplished their goals. That means, despite our best intentions, more than half of us will fail. 

The Gift of Saving

(December 9, 2021) It has been quiet this Fall, with both our children away at college. I can’t wait for them to come home for the holidays! One of the first things we will do is attend my daughter’s college graduation! Emotions are mixed; We are extremely proud of her, but we don’t know what the future holds or where she will build her career. One thing we do know is that she will graduate with minimal student loan debt thanks to our savings efforts when she was young. Truly the best gift we have ever given her! 

Prioritizing Our Little Ones

(June 22, 2021) - “Hey Nana, I want to be an engineer when I grow up!” said one of my grandchildren. “I am going to college…somewhere!”

Each of them are unique and passionate about learning. Crafts, Lego building, podcasts, coding (yes, already at age 8) and dress-up time fill their days. They venture outside any chance they get. They find the beauty in nature and have natural curiosities about most everything.

My husband and I have five grandchildren and enjoy our time with our “little ones.”

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