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Little Wonders, Big Futures

Little Wonders, Big Futures

Auteur(s): James Guerrier
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À propos de cet audio

From ABC's to IRA's you will find everything needed to secure their tomorrow, one dollar at a time.

© 2025 Little Wonders, Big Futures
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  • Setting Financial Goals as a Household
    Jul 2 2025

    Join Little Wonders, Big Futures for an insightful episode on setting financial goals as a household. Enjoy sponsor highlights from:

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    Have questions? Fill out the podcast form to connect with local Financial Advisors for personalized advice.



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    7 min
  • Best Education Investment Accounts
    Jun 27 2025

    Todays Host Carly and Ronald discusses the top 5 investment accounts for your little one and how Little Wonders, Cozy Corners is helping parents and guardians secure their tomorrow, one dollar at a time!

    Education Investment Accounts that will be discussed are:

    • 529 Savings and Investing Accounts- If saving for a child’s education is the goal, a 529 account is tax-advantaged for education expenses. Investments grow tax-free and can be withdrawn for qualified expenses like textbooks, tuition and room and board.
    • Custodial Brokerage Accounts- financial account that is established on behalf of a child and managed by an adult. Although the account will initially be in your name, the child will automatically take complete control once they reach age 18 or 21, depending on state laws.
    • ABLE Accounts- type of 529A account that allows a person with a disability to save money and wages without losing public benefits
    • Special Needs Trusts- someone with a disability can receive financial support without jeopardizing income-tested government benefits.
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    9 min

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