Budgeting Blog

3 Estate Planning Conversations Every Family Needs to Have

3 Estate Planning Conversations Every Family Needs to Have

— Baddies and Budgets
Etiquetados: estate planning family money financial planning generational wealth legacy planning women and money
Estate planning is not only for wealthy families. These three honest conversations can help your loved ones feel clearer, calmer, and more prepared.
How a Roth IRA Can Help You Leave More for Your Heirs

How a Roth IRA Can Help You Leave More for Your Heirs

— Baddies and Budgets
Etiquetados: building wealth estate planning generational wealth retirement planning Roth IRA women and money
A Roth IRA is not only a retirement account. It can also be part of a thoughtful plan to leave more flexibility and support for the people you love.

How to Build Generational Wealth and Keep More of It in the Family

— Baddies and Budgets
Etiquetados: building wealth estate planning generational wealth gift tax personal finance Roth IRA trust
Generational wealth is not just for the wealthy. Here is how to build it, protect it from taxes, and make sure it actually stays in the family.
How to Pass Wealth to the Next Generation Without Giving It All to Taxes

How to Pass Wealth to the Next Generation Without Giving It All to Taxes

— Baddies and Budgets
Etiquetados: 529 building wealth estate planning generational wealth gift tax personal finance wealth transfer
You worked hard to build your wealth. Here is how to pass it to the next generation without losing a large portion to taxes.
How to Pass On Your Money Values to the People You Love

How to Pass On Your Money Values to the People You Love

— Baddies and Budgets
Etiquetados: family finances financial planning generational wealth kids and money money values wealth building
The most powerful thing you can pass on is not money. It is the values behind it. Here is how to have the money conversations that build generational wealth.