Family Planning Archives

Is Your Child Heading Off to College? Avoid these 529 Plan Distribution Mistakes

Evensky & Katz / Foldes

Your kid(s) is(are) headed off to college – congrats Mom and Dad! Before they even meet their professors, you will receive the first of many tuition bills from the university. Thankfully, you’ve been a responsible adult and have accumulated ample savings for this exact expense in a 529 plan. But now, you’re done accumulating and…

Family Planning

A Baby Changes Everything

Anne Bednarz

There is no greater joy than finding out that either you or a loved one is expecting a new baby. It can bring a flood of emotions, from excitement to uncertainty, but being prepared is a great first step. I created this checklist to help new parents prepare for important considerations beyond cribs, car seats,…

Estate Planning Family Planning

Special Needs Planning: Resources and Items to Consider

Evensky & Katz / Foldes

Special needs planning is often narrowly thought of as simply creating a special needs trust. However, depending on the individual’s situation and needs, it may require much more. This article will focus on the resources and strategies available to those with special needs and their families who care for them. Childhood Federal legislation requires local…

Family Planning Reading List

Untangling Your Finances When You Divorce: Don’t Forget These Important Details

Roxanne Alexander

Whose name is on the title to the house? Is the person paying child support covered by a life insurance policy? Have you changed your tax withholding now that you won’t be filing as married? These are all important but often forgotten details.