Click the button above to get your free copy of The New Family Financial Road Map. This is the resource I wish I had when I was starting my family.

Why a Stay-at-Home Parent Should Have Life Insurance – Thumbnail

Why a Stay-at-Home Parent Should Have Life Insurance

It probably makes sense that a working parent should have life insurance. After all, your family relies on his or her income and that income would need to be replaced. Life insurance is a great way to do it. But it might not be quite as obvious that a stay-at-home parent should have life insurance too, often nearly as much as the working parent.

Why a Coverdell ESA Is a Great College Savings Tool – Thumbnail

Why a Coverdell ESA Is a Great College Savings Tool

The Coverdell ESA is one of the best places to save for your child's education, and to be honest it's not something I knew much about until recently. In fact, as I've learned more about it, I'm kind of wishing I had put some of our own college savings there first instead of pumping it all into a 529 plan (which is still a great option by the way).

Setting Your Financial Goals A Basic Order of Operations – Thumbnail

Setting Your Financial Goals: A Basic Order of Operations

One of the biggest things I see a lot of new parents struggling with is setting financial goals. With so many new responsibilities, it's often hard to figure out how to prioritize and what to do first. So if you're not sure where to start, here's my take on how to prioritize all of your different financial responsibilities.

The Downsides of Saving for College with a Roth IRA – Thumbnail

The Downsides of Saving for College with a Roth IRA

Even though it's supposed to be a retirement account, there are certain situations where saving for college in a Roth IRA can make a lot of sense. But there are some downsides to that approach too, especially when compared to using a 529 plan. Here are some reasons why you should think twice before using a Roth IRA for your college savings.

Tired of feeling confused about where to start or how to prioritize? Learn about how I work 1-on-1 with new parents just like you to help them make a personalized financial plan that really works.