Teaching Your Kids About Investing In A Volatile Market (Apr 29, 2020)

Teaching your kids the fundamentals of investing can seem like a daunting project during times of economic stability. Factor in the extreme market volatility we’ve seen during the COVID-19 pandemic, and even the basic tenet of “buy low, sell high” becomes complicated to explain. Our sister site, SageVest Kids, offers an age-appropriate guide to help children understand the principles of the market and how to make sound investment strategies now and in the future.

Read More

How Kids Can Give and Help During Coronavirus (Mar 30, 2020)

In the past few weeks, our children’s lives have been turned upside down. From school closings, performance and sport cancellations, postponed traditions such as prom and graduation, to no more playdates, the way our kids interact with the world is evolving minute by minute. However, in the midst of these social losses, there’s an abundance of opportunities for children to give to and help people and organizations in need, nationally and within their local community.

Read More

Important Estate Planning For Children Post The SECURE Act (Jan 21, 2020)

The SECURE Act of 2019 imposes significant changes for inherited IRAs received from an account owner who dies post December 31, 2019.

The law previously allowed beneficiaries of inherited IRAs the ability to ‘stretch’ IRA distributions over their lifetime. This helped to reduce the tax burden of inherited IRA distributions by potentially extending distributions over many years, particularly for younger individuals.

The passing of the SECURE Act dramatically limits the ability to defer distributions from inherited IRAs received from a decedent who dies as of January 1, 2020 or later. The new law requires all inherited IRA assets to be distributed within 10 years of the IRA owner’s death, with a few exceptions, including for minor children.

Read More


The holiday season and year’s end motivate many people to give charitably, whether by donating money to a specific cause, volunteering at a local food bank, or providing gifts to families in need, as examples. However, teaching your children the meaning behind giving, and instilling philanthropy as a family value can be done throughout the year. We offer suggestions on how to go about teaching charitable giving to your youngsters and teens.

Read More

Back-To-School Kids’ Financial Literacy Checklist (Sep 17, 2019)

Teaching your kids about finances is an important parenting responsibility. A healthy approach to wealth increases the odds that your kids will enjoy greater life opportunities, more financial freedom, and less stress as adults. Our sister site, SageVest Kids, is dedicated to helping you teach your kids about money. If you don’t know when or how to begin, there’s no time like the present. Use our back-to-school kid’s financial literacy checklist to kick off their financial education with the start of the new school year.

Read More

School Shopping And Kids’ Financial Education (Jul 18, 2019)

As the end of summer nears, it’s time to start thinking of heading back to school – and that means back-to-school shopping! School shopping provides an excellent opportunity to expand your kids’ financial education with real-world examples of careful budgeting, sensible spending, and much more. SageVest Kids shows parents how to use school shopping to help further your kids’ financial education.

Read More