Family Investing Plan

EarlyBird

In this EarlyBird plan, you’ll learn about the different types of investment accounts available to help you build generational wealth and create a nest egg for your little one.

Category

Finances

Instructional Notes

• Fund your child's future plan

Preloaded To-dos

• 💡As they get older, teach your child about their investments
• 💰Consider a custodial retirement account if your child earns income
• 🎓Decide if a college savings plan is appropriate for your family
• 🎯Decide what financial target you want to hit and when
• 💲Determine how much you can afford to invest

Templated Events

Recommended Ages

Adult, 1-2 years, 0-1 years

Household Size

Tags

family budget, investing, financial planning for baby, family finances, budgeting, how to invest, personal finance

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