Top 3 Financial Considerations for New Parents

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:
www.savingforcollege.com
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/
https://www.financialblisscoach.com/post/want-surprisingly-flexible-savings-options-the-one-account-that-can-help

DISCLAIMER: The topics discussed in this episode do not provide a comprehensive overview of every option nor is that the intent of the episode. For an overview of all considerations and options, consult with a qualified professional to address your unique individual circumstances.