by Fehrman | May 17, 2023 | Estate Planning, Financial Goals, Financial Literacy, Financial Planning, Markets and Investing, Money and Children, Personal Planning, Retirement
Finances can be a tricky topic. Some people are more comfortable discussing money than others. But when it comes to your estate plan, it’s important your loved ones understand your wishes. A discussion to share your plans is the first step. We have some tips you can...
by Fehrman | Aug 8, 2022 | Financial Planning, Money and Children, Single Parent
As kids head back to school this August, many people turn their attention to saving for their child or grandchild’s education. A popular way to do that is through a 529 Plan. Let’s explore what a 529 plan is and its advantages and disadvantages. What is it? A 529 plan...
by Fehrman | Jun 9, 2022 | Money and Children
Talking to children about money Lesson 1: Tradeoffs During the month of June, we will be discussing the importance of talking to your children about money. While discussing the management of money is not every parent’s favorite topic, it is a crucial lesson for...
