Education savings | Purposeful Financial

Oct 23, 20231 min read

117 Things We Do for Our Clients Number 21 - Help Educate You and Your Family in Financial Concepts

At Purposeful Financial Planning, we're not just financial planners; we're educators who believe in empowering your entire family....

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May 15, 20231 min read

Five Hints for Helping Your Grandchildren Earn Income

In a previous blog, we discussed the wisdom of opening a Roth IRA for your grandchildren. One of the issues with doing this is that your...

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Apr 19, 20221 min read

117 Things We Do for Our Clients - Number 14 - Help you Choose the Appropriate Custodial Accounts

We help you choose the appropriate custodial accounts and 529 education savings plans. Many of our clients view providing for the...

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