Category: Raising Children

Take your financial confidence to the next level!

Should I Use a College Savings 529 Plan?

If college planning is important to you, then you want to listen to this episode to understand how a 529 plan may be a solution to help you maximize your college savings. 529 Tax benefits 529 Rules   Impact on financial aid Alternative Savings Strategies What if my child doesn’t go to college? What if my child receives a full ride?


July 20, 2020 0

Early Retirement as a Working Parent with Kathy Haselmaier: Podcast

June 20, 2019 Lucas Casarez CFP® / Kathy Haselmaier @ Working Parent Stories Guest, Kathy Haselmaier, shares so many great perspectives on her career and raising children. Here are a few of the topics covered: Tech Layoffs Empowerment of knowing your financial situation Responsibility is our own when it comes to retirement Importance of communication with significant other Balancing new parenthood and careers Knowing what you value and what you don’t Learning from mistakes/financial scares…
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July 2, 2019 0