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Insurance Planning for Parents: Protecting Your Family’s Financial Future
In our recent webinar for parents, we discussed why insurance planning becomes an important part of financial planning after having children and how families can think about protecting their long-term financial stability.
Budgeting for Parents: What Changes Financially After Kids
In a recent webinar we hosted for parents, we discussed how budgeting for parents evolves after having children and why the early years often require a shift in mindset rather than a perfectly optimized financial plan.
Education Planning for Kids: Saving Without Sacrificing Retirement
In our recent webinar for parents, we discussed how education planning for kids often feels urgent but rarely requires immediate perfection. Instead, families can benefit from thinking about education savings as part of a broader financial plan that balances multiple long-term priorities.
Estate Planning for New Parents: Planning for the Unexpected
In our recent webinar for parents, we discussed why estate planning for new parents becomes especially important and the steps families can take to create clarity around important financial and personal decisions.
Trump Accounts 101
In this post, we’ll explain what Trump Accounts are, how they work, and how parents might think about them as part of a broader financial plan.
Growing Together: Anna & Steve’s Equity Compensation Journey Through the Milestones
Read about how Anna and Steve’s equity compensation journey evolved through their different milestones, and how Alfred’s advice evolved with them at different stages of life
Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey
Read about how a former SVP at Palantir navigated equity compensation, home buying, and career changes with her trusted advisor, Alfred, for over 10 years.
Guide to Gifting Rules for Parents
In this post, we will summarize what qualifies as a gift, strategies for maximizing your gift’s impact, and key considerations when assisting your children financially at different points of their lives.
9 Considerations for Estate Planning for Parents
Estate planning as a parent involves unique considerations to ensure the well-being and financial security of your children, especially if they are minors or have special needs. In this post, we share 9 considerations when estate planning for parents.