The misconception of UTMA and UGMA accounts: what you need to know

KJ: A bit shocking of a headline I imagine for anyone who has setup an UTMA or UGMA account for their son, daughter, niece, nephew, grandchild, cousin, whomever. In theory, I like the concept of an UTMA and UGMA account, … Continue reading

529 plans: what you need to know

KJ: As promised in our post on intro to funding education, below is some more information on what a 529 plan is and the different types. It’s but one account type you can utilize to help fund your children’s education, … Continue reading

Intro to funding education

KJ: There are several ways this post could go with the primary focus being philosophical or it could strictly be an informational post on ways to fund your children’s education. We decided to mix the two as we discuss education … Continue reading