Category: Dependents
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USAA’s savings goals and 529 plan calculators

USAA’s savings goals and 529 plan calculators

    USAA has offered their "savings goals" calculator since January, but they've recently expanded it for students & parents. They've released a very detailed education savings planning tool that greatly simplifies the data crunching and the fund selection. The Education Savings Planner is part of ...

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529 college savings for military families

529 college savings for military families

    Thanks to Brandi for her comments on an earlier post, and her question: My favorite part of the book was all of the personal stories. I can understand how the math works – I’ve calculated all of my future pay raises, estimated rate of savings, and projected retirement benefits to figure out how much I ...

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Starting your kid’s Roth IRA

Starting your kid’s Roth IRA

Source: goodfinancialcents.com via Jeff on Pinterest   Earlier this month, noted CFP & military veteran Jeff Rose was running a financial seminar with a roomful of college students. These seniors are graduating in a couple of months to (hopefully) earn the big bucks for their retirement accounts. He ...

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Geriatric financial lessons learned

Geriatric financial lessons learned

    I'm finally my Dad's conservator. For first-time readers, let's back up a bit on why this was necessary. Dad's Alzheimer's has progressed to mid-stage and we didn't have power of attorney. He lived independently as long as he could, but he didn't have any safety nets in place because (as is common ...

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Parent’s letter to an 18-year-old

Parent’s letter to an 18-year-old

    After those last two blog posts, it's time to lighten things up a little. Let's talk about figuring out the "new rules" when your fledgling leaves the nest. Our daughter has given me permission to blog about an e-mail that we sent her a few weeks after she started college. Until she turned 18, her ...

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Geriatric financial management update

Geriatric financial management update

Dad's doing fine in the care facility. He's happy and he's safe. His Alzheimer's symptoms have stabilized with their care. He's coping with his myeloma symptoms and waiting for chemotherapy to start. He's sleeping more than he should (Vicodin for the pain), and he's weak (anemia), and he's losing weight, and these ...

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