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Parents are facing immeasurable challenges during Covid-19 as they juggle work, family, school, health and finances. Some families are finding that they’re saving money during Covid-19, but many are watching their...
Did you know that any child who has earnings from a part-time job is eligible to have a Roth IRA, even though they are not yet an adult? Establishing a Roth IRA on behalf of a child, funded either from your child’s...
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...
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...
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’...
SageVest Kids is dedicated to helping parents teach their kids sound money management skills from an early age into adulthood. Of all the money skills your kids need to learn, sensible spending and careful saving are...
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 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...
SageVest Kids offers an easy, step-by-step, age-appropriate curriculum to help you teach your kids about money from an early age. By the time your teen leaves for college, they’ll need to have a basic understanding of...
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...
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