How to Help Kids Start Saving for their Future

Teaching children to save and invest early can have a powerful impact on their long-term financial well-being. Children who develop saving habits at a young age are more likely to become financially responsible adults.

The most effective way to help children save is to combine financial education with real-world saving opportunities. Parents and caregivers can encourage children to set savings goals, divide money between spending and saving, and discuss how investments can grow over time through compound returns. Even small, regular contributions can help children develop habits that last a lifetime.

How Can I Put a 529 Plan into Action?

Saving for education can feel like a daunting task, especially as tuition costs continue to rise. Fortunately, 529 plans offer families a flexible, tax-advantaged way to prepare for a wide range of educational expenses. While these accounts were originally designed to help pay for college, recent legislative changes have expanded how the funds can be used, making them an even more versatile financial planning tool. Whether you’re a parent saving for a child, or a grandparent looking to leave a meaningful legacy, understanding how to put a 529 plan into action can help you maximize its benefits.

One Big Beautiful Bill Act (OBBBA)

The lead up to and eventual passing of the One Big Beautiful Bill Act (OBBBA) has garnered significant attention in the industry. Now that the dust has begun to settle, many advisors are eager to understand the impact this will have on their clients. Below, we outline the high-level details of six key provisions of particular relevance to advisors and their clients. As with any new legislation, it is possible that some of the finer details may be further clarified over time.