Guides That Actually Move the Needle

A Parent’s Step-by-Step Guide to Investing for Their Children’s Future

You don’t need to be wealthy to start building wealth for your children. A guide for parents on choosing the right account for a child, opening it, contributing consistently, and preparing your children to manage what you build.

• ✓The differences between UGMA/UTMA custodial accounts, 529 education savings plans and custodial Roth IRAs
• ✓What to look for in a financial institution, what information you’ll need, and how to open your child’s account
• ✓How to contribute consistently without straining your household’s finances
• ✓Costly mistakes to avoid, and age-appropriate ways to teach saving, investing and responsibility
• ✓Worksheets and checklists, from an account decision matrix to a contribution planner, plus a 30-day action plan

From $0 to Your First $1,000 Invested

You don’t need thousands of dollars to begin investing. A beginner’s e-book on the fundamentals, from understanding your financial starting point to a plan for your first $1,000 in contributions. No complicated trading strategies and no promises of overnight wealth.

• ✓Preparing before you invest: your expenses, emergency savings and debts
• ✓Choosing a first account: a taxable brokerage account, a Roth or traditional IRA, or a workplace plan
• ✓Opening and funding a brokerage account, and what stocks, ETFs, index funds and mutual funds are
• ✓Researching a first fund, with an educational walkthrough using the Vanguard S&P 500 ETF (VOO)
• ✓The contribution math to your first $1,000, a printable 12-month tracking worksheet and a 30-day plan