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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