Which Accounts Will Work Best For Your Child's Future?

This tool is a quick look at the advantages of the 7 main child savings accounts. 

Download this chart to see how different investment accounts offer different levels of tax benefits in exchange for control, ownership, eligible expenses, and impacts on financial aid. 

This is meant as a quick cheat-sheet, not an all encompassing guide. We have one of those too 🙂

We’ll email the file to you for free!

Full Name(Required)

Our Promise:

Shady marketing is a problem in this world, and we don’t want any part of it.

This is a PDF file, so we need to send it to you somehow, and that means we need a real email address from you.

We will not spam, pester, or bombard you with junk. By submitting this form, you will only receive an email from us with the worksheet. That’s it.

If you want further assistance, YOU control that when you’re ready. 



If you’re okay with this, click the blue button, and enjoy.

Check out this video on how to use the worksheet.
Other free downloads

Money & Mind

Retirement Transition Guide

A simple eBook that covers the complete retirement picture so you can set yourself up for success.

IRMAA Cheat Sheet

Will you pay more for medicare?

This shows how much you’ll pay for Medicare Part B based on your income.

Medicare Playbook

It Almost Feels Like Cheating

What’s really going on with Medicare and how you can make sure it works in your favor.