Based on her work with numerous new and hopeful parents, Kelley Long, CPA financial planner and unbiased money coach shares the top 3 financial considerations for new parents she hears about the most. In this episode, she covers how to think about making decisions around the best way to save for a child's future, what estate planning things you need to figure out ASAP and the new expenses that tend to cause the most challenges with growing families.
Resources mentioned in this episode:
https://www.journalofaccountancy.com/news/2023/mar/saving-college-new-529-to-roth-irs-transfer-rule/
https://www.journalofaccountancy.com/news/2022/oct/the-ins-outs-roth-iras-for-children/
https://www.journalofaccountancy.com/news/2022/aug/strategic-uses-roth-iras-beyond-retirement/
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