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.

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

Learn more about planning and organizing your household with Maple.