Parent Finance
Recently, my wife and I had the pleasure of welcoming our first child into the world, a healthy and happy baby boy. As a first-time parent, I have been overcome with a lot of different emotions and even more questions. Given my dual role as a financial advisor and also a new parent, I wanted to use this newsletter to give a firsthand account of the financial planning tools and strategies I plan to incorporate for my own child(ren). My goal as a parent is to put my son in the

