Newborn Baby Wealth Management Guide

Episode 036 | Adviser Checkup Podcast

Are you curious about how to set up your new baby or child for financial success? Learn all about types of accounts to consider such as the 529 Plan, UTMA Account, and Trusts. I will also share some important estate planning items and even a tip to consider for your newborn's future credit score. As always, I will give you the confidence to engage your investment adviser or financial planner in the conversation about your child's wealth.

Note: The data and guidelines presented in this episode are relevant as of August 2022. Be sure to check applicable limits and guidelines if you are listening to this episode at a future date.

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Be Financially Well,

Kelly