Education

Think Outside the Box in Saving For Your Child’s Future

Think Outside the Box in Saving For Your Child’s Future

As a new parent, I want to give my son the world. Just the other day, my husband and I had a passing conversation about potentially saving to help Jax buy his first home. He's 3 months old, so the math is simple. If we save a few hundred dollars a month for the next 30 years, he will have a pretty nice nest egg before we know it. In working to support your own child’s future, keep non-traditional savings options in mind to go beyond college funding and other basics.

As a financial planner, I know that most parents jump to college funding when they think of saving for their children. That's wonderful, but what if college isn't the path for your child?

Things to Consider When Going Back to School

Things to Consider When Going Back to School

Now that Labor Day’s passed, summer is officially over and it’s time to head back to school. But it’s not all for the kids sometimes. We’re big on education funding around Merino Wealth so this time of year can be really exciting as we see clients move forward with the goals we’ve been planning for.  One thing I’ve noticed is that many of our clients hitting 10-15 years in the workforce are making moves. It’s like we hit this point where we look back at our hard work and decide we want more.  In some cases, that means going back to school to earn an advanced degree. It could mean changing industries or positions. At times, it includes taking a break from work to travel or spend time with family. In extreme cases, it may involve starting your own financial planning firm in a large metropolitan area.