Family

Whether you’re starting a family, funding a child’s education or addressing health care needs, we’ll work with you to create a roadmap to your future and help you achieve—and protect—your goals
A Parents Guide to Money Conversations

A Parents Guide to Money Conversations

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.
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Managing the Family Enterprise

Managing the Family Enterprise

Whether you consider family enterprise a financial asset or a part of your personal legacy, this guide offers and approach to achieving continuity and managing conflict regarding your family undertakings.
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How to Teach Your Kids About Money

How to Teach Your Kids About Money

It’s best to start teaching your kids young. Read our tips to help your family.
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Ways to improve your cybersecurity

Ways to improve your cybersecurity

As the threat of cybercrime intensifies, know the basic steps to safeguard your data and assets.
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Should you Share a Bank Account?

Should you Share a Bank Account?

If you share a home, should you also share a bank account? Learn how the Yours, Mine and Ours approach can work for you
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Health Insurance Basics for Millennials and Their Parents

Health Insurance Basics for Millennials and Their Parents

Whether you are facing a potential change in health care coverage due to age or employment status, or supporting an adult child in securing health insurance, knowing your options is crucial.
Learn more about Health Insurance Basics for Millennials and Their Parents
Study Links Good Financial Habits to Achieving Happiness

Study Links Good Financial Habits to Achieving Happiness

Morgan Stanley's Investor Pulse poll highlights that while most investors hold an optimistic outlook - worries about their financial futures remain.
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Six Keys to Creating an Emergency Fund

Six Keys to Creating an Emergency Fund

We all know we should have money set aside for emergencies. Here’s how to go about it.
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Six Keys to Creating an Emergency Fund

Six Keys to Creating an Emergency Fund

We all know we should have money set aside for emergencies. Here’s how to go about it.
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Plan for Higher Health Costs

Plan for Higher Health Costs

Know the steps to take today to limit your future costs of health care – especially in retirement.
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Study Links Good Financial Habits to Achieving Happiness

Study Links Good Financial Habits to Achieving Happiness

Morgan Stanley's Investor Pulse poll highlights that while most investors hold an optimistic outlook - worries about their financial futures remain.
Learn more about Study Links Good Financial Habits to Achieving Happiness
You've Been Named an Executor of a Parent's Will. Now What?

You've Been Named an Executor of a Parent's Will. Now What?

If you’ve been named the executor of a parent’s will, you’ll find it’s a role with both emotional and administrative tasks. Here are some key guidelines.
Learn more about You've Been Named an Executor of a Parent's Will. Now What?
5 Tips for Talking to Your Kids About Money

5 Tips for Talking to Your Kids About Money

Effective discussions about wealth and values can help families optimize their capital to reach their goals.
Learn more about 5 Tips for Talking to Your Kids About Money

Products and Services for Families

529 Plans / Education Planning

Solutions for the many ways to save for a child's college education, including 529 College Savings Plans, Coverdell Education Savings Accounts and UGMA/UTMA.

Trust Services and Accounting

Helping pair appropriate third-party trustees with your clients' trust accounts as well as assistance selecting an appropriate advisory solution for managing trust assets.

Estate Planning

Addressing the needs of your estate from helping families handle wills and legal documents to legacy planning and gifting to helping with family governance and wealth plan protection.

Long Term Care Insurance

Helping clients protect their retirement portfolios by identifying a variety of long-term care solutions which provide security and peace of mind.
Ready to start a conversation? Contact The Gregory Group today.
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Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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