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What We Do
Financial Planning
Business Planning
Investment Planning
Life Transitions
Who We Serve
Path to Retirement
Retirees
Business Owners
Women & Wealth
Next Generation
Get to Know Us
Our Team
Our Community Impact
Careers
Resources
Articles & Resources
News and Press
Events
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Get Started
Client Access
Articles
Category: Kids and Money
Trump Account Update: What Parents Need to Know in 2026
Financial Planning
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General
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Kids and Money
May 27, 2026
Alex Greer
Last year, the government announced a new investment vehicle for children, commonly referred to as “Trump Accounts.” Families...
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How To Talk To Your Kids About Inheritance
Estate Planning
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Financial Decisions
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Kids and Money
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Money and Relationships
April 14, 2026
Pathfinder Wealth Consulting
For many parents, inheritance is an important topic they fully intend to address—just not today. Concerns about discomfort, family...
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College Savings : Getting on the Right Path
529 Plans
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Financial Planning
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General
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Kids and Money
July 10, 2025
Tyler Zieker
A frequent goal among parents, and one of the greatest gifts a parent can give a child, is the ability to earn a college degree and walk...
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The Importance of Financial Literacy for Kids
Financial Literacy
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General
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Kids and Money
April 11, 2025
Pathfinder Wealth Consulting
Teaching financial literacy for kids isn’t just practical—it’s about giving them the tools to handle life’s challenges. Early...
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Roth IRA for Kids
General
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Kids and Money
July 29, 2024
Walt Hutsell
A Roth IRA for kids is a retirement account set up for a minor child by parents, or guardians, that is controlled by the parent, but...
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The ABCs of 529s
529 Plans
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General
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Kids and Money
June 13, 2022
John Zachary
For this article I wanted to take a break from talking about recessions, inflation, and market volatility, in favor of a more encouraging...
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