January 5, 2018

Preparing Your Finances for Baby with Amy Brackett CFA

Did you know it will cost a middle-income couple slightly more than $245,000 to raise a child born in 2013 to the age of 18?!  On this episode of  “Yoga| Birth | Babies,” I speak with financial advisor, Amy Brackett.  She and I discuss the daunting task of getting personal finances in order for the transition into parenthood. For anyone who is not already a financial advisor, this podcast will help demystify how much childhood really costs and how to best plan and prepare for it!

In this episode:

  • Some of the biggest mistakes new parents make in terms of their finances.
  • Planning financial goals post baby: areas new parents should consider and focus on.
  • How to pay for childcare: planning and budgeting for the early years before full days of school.
  • Is there a rule of thumb for how much to save?
  • The best way for a parent or guardian to go about saving for college.
  • Planning retirement and college funds a the same time!
  • How much to have in an emergency fund.
  • Tips for estate planning and wills.


About Amy: 

Amy Brackett, CFA, is a Senior Vice President at The Solaris Group, a specialized wealth management and investment consulting firm which manages money for individuals, families and non-profit institutions. Amy is involved in all aspects of the client relationship including asset allocation and manager selection, and is a member of the Solaris Investment Committee.

Amy serves on several Boards and Finance Committees including the Board of Bowery Babes, a group for moms living in downtown NYC.” She also writes articles on personal finance topics relating to families at Savvy-Parents.com.

Amy lives in Manhattan with her husband and two children.

You can contact Amy at brackett@solarisgroupllc.com or 917-566-3811.




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