Posts tagged Children
Empower New Graduates with Gifts of Independence
Empower New Graduates with Gifts of Independence

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

Read More
Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your IndependenceGlenn BrownAutomatic Payments, Best Practice, Budget, Subscriptions, Debt Management, Bond Portfolios, Bonds, CDs, Children, College, Cash, career, Cash Flows, Dividend Growth, Dividends, Earnings, ETF, Focus on your why, Financial Planning, family, Fee-Only Fiduciary, Financial Independence, Goals, Giving, grandchildren, Graduates, Grads, IRAs, IRA Contributions, Income Streams, Investing, Index, Joy, Kids, Local Town Pages, Student Loans, Gifting, Markets, Roth IRA, Portfolios, Rent, Raising Kids, Student Debt, Savings, Spending, High School Students, College Students, Tuition, Teenager, Technology, Traditional IRA, Multi-Generational Planning, diversification, Experience Spending, Your Money Your Independence, Your Money
Financial Aid Changes To Impact This Fall’s College Applications.
Financial Aid Changes To Impact This Fall’s College Applications.

Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess. 

Read More
College Planning, Retirement Planning, Your $ Your Independence, Tax PlanningGlenn BrownFAFSA, Expected Family Contribution, EFC, College Planning, College, 529 Plan, Congress, Financial Planning, Your Money Your Independence, Financial Aid, Refinancing, Early Decision, Early Action, CSS Profile, ROI, Admissions, Best Practice, Children, family, Local Town Pages, Student Debt, Student Loans, High School Students
Enjoy Every Sandwicher Moment.
Enjoy Every Sandwicher Moment.

July is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.

Read More
Estate Planning, Debt Management, Retirement Planning, Tax Planning, Your $ Your Independence, BudgetingGlenn BrownSandwichers, Caring for aging parents, Aging Parents, Local Town Pages, Raising Kids, Kids, Elder Care Law, Health Care, Estate Planning, Estate Tax, MA Laws, Health Insurance, Best Practice, Children, family, Focus on your why, Financial Planning, grandchildren, Goals, Long-Term Care, Planning for Unexpected, Multi-Generational Planning, Minors, n, Your Money Your Independence, Tax Planning
Never ask, “Where do you want to go to college?”
Never ask, “Where do you want to go to college?”

Take control, don’t be another victim to make your teen happy… spending won’t make them happy.

Read More
College Planning, Budgeting, Debt Management, Investing, Your $ Your IndependenceGlenn BrownBudget, Best Practice, Debt Management, College, children, Cash, Children, Tuition, ROI, Refinancing, College Planning, Financial Planning, Financial Aid, FAFSA, EFC, Focus on your why, Financial Independence, Grants, Giving, Goals, Gifting, High School Students, Inflation, Raising Kids, Kids, Local Town Pages, Net Price Calculators, NPC, Investment Management, Investing, Priorities, Student Debt, Savings, Student Loans, Spending, Sandwichers, Social Media, Tax Planning, Teenager, Total Return, Your Money Your Independence, taxes, Expected Family Contribution
Resolutions Gone Bad: Rein In Your New Year.
Resolutions Gone Bad: Rein In Your New Year.

How to make financial resolutions that lead to successful planning outcomes.

Read More
Debt Management, College Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Retirement, BudgetingGlenn BrownAsset Allocation, Sandwichers, taxes, Budget, Best Practice, Rebalancing, Debt Management, children, Children, Cash, Cash Flows, Dividend Growth, family, Focus on your why, Financial Planning, Fee-Only Fiduciary, Financial Independence, Goals, IRA Contributions, Income Streams, Investing, Investment Management, Joy, Kids, Markets, 401(k), Work Benefits, Local Town Pages, Priorities, Portfolios, Pension, Savings, Spending, Tax Planning, Total Return, tax planning, Your Money Your Independence, HELOC, Mortgage, Home Equity Line of Credit, Retirement, Resolutions, Experience Spending, Taxes, Year-End, Your Money
Your Teen Working This Summer? Fund Their Roth IRA.
Your Teen Working This Summer? Fund Their Roth IRA.

Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.

Read More
College Planning, Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your IndependenceGlenn BrownSandwichers, Beneficiaries, children, College, Contribution Limits, Children, College Planning, Financial Planning, Financial Aid, FAFSA, EFC, family, Financial Independence, Education, grandchildren, Gifting, IRAs, Investing, Raising Kids, Kids, Local Town Pages, Multi-Generational Planning, Minors, Roth IRA, Goals, Priorities, Retirement, Traditional IRA, Teenager, Savings, Tax Planning, Your Money Your Independence, Expected Family Contribution, taxes, IRA Contributions, Taxes, tax planning
New Dependent Care FSA Changes Provide Tax Savings
New Dependent Care FSA Changes Provide Tax Savings

A family with childcare in 24% tax bracket may save an extra $1,980 in taxes due to new legislation, but must act now.

Read More
Tax Planning, Work Benefits, Your $ Your IndependenceGlenn BrownSandwichers, taxes, Tax Planning, American Rescue Plan Act (ARPA), Savings, Payroll, Best Practice, children, Children, Employee Benefits, Financial Planning, FSA Dependent Care, Your Money Your Independence, Dependent Care, Kids, Work Benefits, Local Town Pages, Raising Kids, Teenager, Daycare, Taxes, DC-FSA
Zoom Your Estate Planning
Zoom Your Estate Planning

Technology and legislation are removing procrastination from developing your holistic estate plan.



Read More
Estate Planning, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownAging Parents, attorney, Sandwichers, Tax Planning, taxes, Taxes, Beneficiaries, Best Practice, children, Children, College Planning, Caring for aging parents, David Feakes, death, Death Tax, designation, Estate Tax, Estate Planning, Focus on your why, Financial Planning, family, grandchildren, Guardianship, Gifting, guardians, Health, Joint Property, Raising Kids, Kids, Local Town Pages, Life Insurance, Multi-Generational Planning, inheritance, POAs, House, Teenager, Your Money Your Independence, Trusts, Trustee, Stretch IRA, Will
Estate Planning: Evolve Beyond “Death & Taxes”
Estate Planning: Evolve Beyond “Death & Taxes”

Couples in their 30’s and 40’s with young families often view estate planning as “death & taxes” and think to do it when their old, like their parents age. Big mistake.

Read More
College Planning, Tax Planning, Estate PlanningGlenn BrownEstate Planning, Trusts, Will, Kids, Children, Joint Property, Sandwichers, Gifting, Minors, family, guardians, Trustee, Probate, Estate Tax, Death Tax, Beneficiaries, tax planning, children, death, life insurance, IRAs, designation