529 Plans: Turning an Education Goal Into a Savings Plan
Understand what an education savings account can do, how the investment timeline changes as enrollment approaches, and which plan rules deserve a closer look.
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How to Start a Family Conversation About Money
Make money conversations more useful with a clear purpose, age-appropriate information, and agreed next steps, without turning a family meeting into a balance-sheet reveal.
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Family Governance: Agreeing How Decisions Get Made
Clarify decision-making, responsibilities, and communication across generations with a practical family process that complements legal ownership and estate documents.
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Financial Literacy: Building Skills One Decision at a Time
Connect money concepts to everyday decisions: spending, saving, borrowing, and checking claims. Build practical confidence through small responsibilities and discussion.
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Sustainable Investing: Connecting Values With Clear Questions
Turn broad family preferences into specific investment questions, distinguish exclusions from impact goals, and evaluate the financial trade-offs that remain.
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Bringing the Next Generation Into Giving
Give younger family members a meaningful role in choosing causes, evaluating organizations, and learning from grants, with clear budgets and expectations.
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Navigating Philanthropy: Make a Lasting Impact with Strategic Giving
Strategic giving begins before a family selects a vehicle or writes a check. It starts by defining the change the family wants to support, the values it wants to…
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Key Terms
Words You Will Meet
Short definitions from the glossary for this topic.
Open the full glossary- Donor-advised fund
- A charitable account to which a donor contributes assets and then recommends grants to charities over time. It is often used to organize a family's giving and to involve the next generation in it.
- Family governance
- The structures and practices a family uses to make decisions about shared wealth: meetings, written values, decision rules, and roles for each generation. Its purpose is to keep money from dividing the people it is meant to serve.
Articles are general financial education, not individualized investment, tax, or legal advice. Read our important disclosures.