by Tracy | Sep 17, 2020 | Staff Blogs
What You Need to Know When Choosing a 529 Plan When it comes to saving for your child’s future, you have several options. You could set aside money in an investment account to purchase blue-chip companies, open a whole life policy for your child, or create a...
by Tracy | Sep 10, 2020 | Staff Blogs
What is a 401(k)? When you enter the working world or change your job, one of your first matters of business is setting up a retirement such as a 401(k) plan. But what exactly is a 401(k)? Let’s explore the answers to some common questions. What is a 401(k)? A 401(k)...
by Tracy | Aug 5, 2020 | Staff Blogs
Things parents need to know before teaching their kids about investing Investing is always one of the most popular camp topics at Wealthy Habits. Here are some basics we want parents to know before starting their investing journey: Being young is a huge advantage when...
by Tracy | Jul 8, 2020 | Staff Blogs
Like so many other educational programs, Wealthy Habits had a choice to cancel programs or go virtual. Our mission is to educate students so it wasn’t a tough decision, but our staff was not under any illusion that it was going to be an easy feat. From the very start,...
by Tracy | Jun 23, 2020 | Staff Blogs
Six financial lessons that we shouldn’t forget as stay-at-home orders are lifted. Has COVID-19 upended your day-to-day life? It certainly upended mine, and caused us to shift the ways we do things at Wealthy Habits. Some of the changes we’ve made have turned out to be...
by Tracy | Jun 19, 2020 | Intern Blogs
By: Pooja Parmar Going to school out of state can be extremely nerve-wracking, but being able to explore different parts of the country (or the world) can be one of the most exciting college experiences. There are several factors to consider when deciding whether or...
