Tag: investment
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Unwrap an education with Heritage Education Funds #HeritageeGifting
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Every year around this time the same question comes up from the grandparents and aunts and uncles: “What do the kids want for Christmas?” I consider my children to be fairly blessed. Aside from my youngest son, they can’t come up with a big list of things they really want,…
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Life happens in its own time
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“He did it right.” That’s the statement a family friend made when describing his son’s accomplishments through planning and saving. He finished college, got married, bought a house and became a father, in that order. To past generations, this is “doing it right”. So that leads me to wonder, did…
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Get your bank account ready for summer
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It’s June, and that means school is quickly coming to an end. Aside from the daily countdown, I’ve been listening to a lot of this: “Where are we going this summer?” “Will we get to go to family camp?” “Can we go to the beach?” It goes on and on…
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Setting Goals with a Financial Planner #SHGenworth
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My oldest son will soon be making the transition from child/student to adult. In less than a month he will finish college and come back home. He has a full time job already, but he has a lot of financial decisions to make. Like most people graduating from their post-secondary…
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Making the right financial decisions at a young age #SHGenworth
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My son is in his last year of college and we have been discussing what happens when he finishes. He has a decent job to go back to, which is definitely something to be happy about these days, but he also needs to think beyond work. I want him to…