Get the latest information and tips on financial planning.

The Gift That Keeps Giving


This Thanksgiving as you gather around the table with your family, I encourage you to think about your family’s future, and the idea of giving the gift that keeps on giving. I’m talking of course about gifts of financial planning.

Do you have children, grandchildren, nieces or nephews? Think about opening a 529 college savings account. When my nephew was born three years ago, instead of buying toys and clothes, I decided to open a 529 for him and start putting money away. Toys and clothes are cute, but he had plenty, and won’t remember them anyway. This way, when he’s older and getting ready to think about his education, there will be a pot of money ready for him to put towards his school.

If the next generation of your family is already out of school, the gift of financial planning could be as simple as paying for a couple of hours of our time via We’ll sit down with that family member and create a customized plan that he or she can work on as time and resources permit.

As we enter the season of gratitude and giving, please do consider gifts that create solid financial habits and set the next generation up for success. What questions do you have about financial giving? Give us a call. We’d love to help you create a gifting plan for your loved ones.

Loading Conversation