Tag: Children

Graduation

College Saving Options

What is the best vehicle to save for college/education? In order to answer that question, there is another question that needs to be answered first: What will “college or education” look like for your child or grandchild? For a few people this answer is easy – my grandson wants to be a college professor… my…
Read more


May 21, 2024 0
Money

Should I Be Giving My Kids Money?

Over the weekend, I read commentary around a new book by a gentleman named Bill Perkins. The book is called “Die with Zero,” and the premises is just that—you don’t get to take it with you, so you need to enjoy it and attain fulfillment. This fulfillment, Perkins states, may include giving money to your…
Read more


January 18, 2024 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.