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Blog : Kids Financial

What the SECURE Act Means for You

CFP Financial Advice Financial Planner Financial Planning Financial Services Investment Advisor Kids Financial Registered Investment Advisor Retirement Planning RIA Tax Planning Wealth Management December 30, 2019 Author: Deborah Doyle

As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After 70 1/2 Inherited Retirement Accounts Adoption/ Birth […]

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5 Money Lessons to Teach Kids at Different Ages

Financial Advice Financial Planning Financial Services Investments Kids Financial Uncategorized Wealth Management July 26, 2019 Author: Deborah Doyle

Teaching your children about money can seem like a grueling task since it is not something that is covered in school curriculum, however, financial skills are crucial for navigating life. The good news is that you can use your day-to-day activities as learning experiences by working money concepts into your children’s games, choices and goals […]

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How to Teach Your Kids About Money – Infographic

Financial Advice Financial Services Kids Financial Wealth Management April 23, 2018 Author: Woody Derricks

Talking to your kids about money is one of the most important conversations you can have as a parent.   This should be an ongoing dialogue and not just a one-time conversation. As your children grow, their responsibilities, priorities and relationship with money will change.  Your conversations about money will evolve and provide you the opportunity to teach them about […]

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