Tag: college

SECURE Act 2.0: What High Net Worth Individuals Need To Know

When the initial SECURE Act was released in 2019, several sweeping changes were made that impacted Required Minimum Distributions (RMDs), retirement savings, and more. At the end of December 2022, the SECURE Act 2.0 was signed into law, as well. This new piece of legislation worked to create additional opportunities for retirement saving while expanding […]

Teaching Your College-Age Child about Money

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it’s time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1: Budgeting 101 Perhaps your child already […]

Sending A Child Off To College

When we think about sending children off to college, the first thing that comes to mind is “how much will it cost.” Unfortunately, the kids are thinking about roommates, friends, and parties! There are some key considerations it is important not to overlook during the first few weeks of college: Help your child start off […]