Aligned Wealth Group

Aligned Wealth Group Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Aligned Wealth Group and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. General information only, not tax advice. Seek guidance from a tax professional for tax matters.

Tax credits for a growing familyThe Child Tax Credit may provide up to $2,000 per qualifying childThe Child and Dependen...
05/28/2026

Tax credits for a growing family

The Child Tax Credit may provide up to $2,000 per qualifying child
The Child and Dependent Care Credit may help offset a portion of childcare expenses, based on IRS guidelines.

Because tax rules can change, it may be worth revisiting these benefits each year as part of your overall planning.

Lets discuss: https://www.alignedwealthgroup.com/schedule-a-meeting

Your own retirement planning shouldn’t stall because you’ve started family financial planning.Making steady progress tow...
05/27/2026

Your own retirement planning shouldn’t stall because you’ve started family financial planning.

Making steady progress toward your long-term goals can help create stability for your entire family.

Want to discuss your overall family financial plan? Let us help.

UGMA and UTMA accounts are custodial accounts that allow for more flexible use of a child’s benefit. These accounts, Un...
05/26/2026

UGMA and UTMA accounts are custodial accounts that allow for more flexible use of a child’s benefit.

These accounts, Uniform Gifts to Minors Act and Uniform Transfers to Minors Act, can be useful but should be considered thoroughly.

Things to consider:
· The assets belong to the child
· This may impact financial aid eligibility
· Control of the account transfers when the child turns 18

Want to walk through it with someone? We can help: https://www.alignedwealthgroup.com/schedule-a-meeting

What are some of the highlights of a 529 education saving plan?Here are 4: Tax-deferred growthTax-free withdrawals for q...
05/25/2026

What are some of the highlights of a 529 education saving plan?

Here are 4:

Tax-deferred growth

Tax-free withdrawals for qualified education expenses

Potential state tax benefits

Potential for unused funds to roll into a Roth IRA for the beneficiary

Learn more by scheduling a call with us so that we can help break down your options.

05/24/2026

Ashli Eaves - Financial Advisor & Author talks about 529 plans in part 2 of our series on considerations for a growing family.

Have questions? Don't hesitate to reach out to us!

Adam travelled to Bonita Springs, Florida last week for the Cambridge Signature Club meeting. He heard from the Cambridg...
05/21/2026

Adam travelled to Bonita Springs, Florida last week for the Cambridge Signature Club meeting. He heard from the Cambridge leadership including CEO Amy Webber and President's Colleen Bell, Seth Miller, and Jeff Vivacqua. There were lots of great opportunities for networking with other successful advisors from around the country. It was a good trip for business planning, networking, and learning and he got to enjoy some warm weather along the way!

Planning your Family SavingsAs you look at your current expenses and budgets, its important to not lose sight of the fut...
05/21/2026

Planning your Family Savings

As you look at your current expenses and budgets, its important to not lose sight of the future

3 things to focus on now:

· Education savings
· Retirement savings
· Custodial accounts

Not sure where to begin? That’s what we are here for! Schedule a call today: https://www.alignedwealthgroup.com/schedule-a-meeting

The goal isn’t to predict every expense, but to avoid being caught off guard.One way to do this is to evaluate your heal...
05/19/2026

The goal isn’t to predict every expense, but to avoid being caught off guard.

One way to do this is to evaluate your healthcare expenses:

· review your total out-of-pocket exposure
· consider whether a Health Savings Account (HSA) fits your situation
· weigh the trade-offs between premium costs and deductibles.

Be prepared in case life takes a turnIt’s not about expecting the worst, but leaving your family’s finances with the str...
05/18/2026

Be prepared in case life takes a turn

It’s not about expecting the worst, but leaving your family’s finances with the structure they need.

Reminder to:

· update retirement accounts
· review insurance policies
· create or revise a will
· name guardians for minor children

Childcare Expenses: One of the biggest shifts in a family’s budgetAnnual costs can range from $10,000-$15,000How will yo...
05/14/2026

Childcare Expenses: One of the biggest shifts in a family’s budget

Annual costs can range from $10,000-$15,000

How will you adjust your income and saving strategies?

Ashli, Jake, and Adam can help walk you through the right steps for you: https://www.alignedwealthgroup.com/schedule-a-meeting

Address

3621 Discovery Parkway, Ste. 123
Columbia, MO
65201

Telephone

+15733977740

Website

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