Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Smarter Ways To Financially Help Your Children & Grandchildren
So, what are smarter ways to save or gift to your family? In this episode listen to Tyler Emrick, CFA®, CFP® discuss how to gift wisely, be supportive of and not inhibit responsible financial behaviors, utilize intra-family loans, and optimize benefits for your family today and into the future.
Here’s some of what we discuss in this episode:
What the statistics tell us about how closely tied parents and young adult children are emotionally and financially these days.
Some smart ways to gift to your children and grandchildren.
Best practices for opening and saving into a 529 account and the…
The skinny
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