Get Ready! Money Pros Guide – Week 𝟏𝟐: Review your support for the next generation

Happy Friday.

Ready to hop into this week’s Get Ready Update? Let’s go!

βœ… Week #12 Action Item: Review your support for the next generation.

πŸ‘‰Β  This week review your support for the next generation whether this is your kids, grandkids, nieces or nephews.

πŸ‘‰Β  Create a strategy that best meets your goals.**

πŸ‘‰Β  Providing financial support for your children, grandchildren, nieces and nephews will help with the high costs of raising a child and getting an education.

πŸ‘‰Β  Your strategy will depend on your goals, the type of gift and the recipient.

⭐️ Pro-tip:

πŸ‘‰Β  Educate yourself on the tax and legal ramifications of each type of support.

πŸ’­ Habit of the week:

πŸ‘‰Β  Consider your goals for the next generation.

πŸ’‘ Get Ready Money Guide Tip: Discussion prompts and ideas for those following The Get Ready Guide Kit (access from your dashboard)

πŸ‘‰ What steps are you implementing to take care of the next generation?

Get Ready Insiders:

πŸ“ Access your guided walk-through, fillable PDF’s and worksheets for this week’s action item (#12) from your dashboard.

πŸ‘‰Β  The Get Ready Blueprint week 12 fillable pdf. This week, you’ll walk through the different ways you can provide financial support for the next generation.

πŸ‘‰ Children and Grandchildren worksheets (Get Ready!/Get Ready Toolkit: Creating Your Financial First Aid Kit section).

πŸ‘‰Β  College Savings Account and ABLE Account worksheets (Get Ready!/Get Ready Toolkit: Listing Your Assets section).

Note: These resources are only available for Get Ready Insiders. If you are a long time subscriber, you can access the worksheets through The Get Ready Toolkit.

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About Tony Steuer

I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.

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