Today we cover what you can do for your grandchildren, your children, and of course your spouse.These include making arrangements for:<ul><li>529 Plans</li><li>Roth IRAs (hint: you can start one for your kids/grandkids)</li><li>Estate Planning</li><li>Trusts</li><li>Life Insurance</li><li>Advance Directives</li></ul>Resources:<a href="https://www.heritagefinancialaz.com/" target="_blank">Heritage Financial Website</a><ul><li>Call Heritage Financial at: (480) 397-1184</li></ul>

All About RSUs

We Make Money Fun is a podcast hosted by Shanna Reed of Heritage Financial in Phoenix, Arizona. Shanna strongly believes that the best way to manage your money is to make it fun, not burdensome.  In this podcast, we explore financial and investment planning, talk about legislation that impacts your money, and talk with clients of Heritage about how they were able to achieve success.