FutureMoney Guides
The big money decisions,
made clear
Free, plain-English guides from our investment team on the accounts, tax rules and timing that shape your family’s future. Each one reads in a single sitting.
The library
Start with the question on your mind
Every guide answers one decision families ask us about most. Pick one, tell us where to send it, and the PDF lands in your inbox.
New for 2026
The 529, rewritten for 2026
The rules changed. The goal didn’t. A clear read on what the new rules mean for school costs, and what a 529 Plan can still do if plans change.
What now counts as a qualified K-12 expense
Why trade licenses and credentials are now covered
Your options if your child takes a different path
How it works
From question to plan, in three steps
1
Choose a guide
Start with the decision in front of you, whether that’s a first account or a tax question years away.
2
Tell us where to send it
Add your name, email and phone number, and the PDF goes straight to your inbox.
3
Put it to work
When you’re ready, FutureMoney can help you open and fund the accounts the guide explains, all in one app.
Take it from page to plan
Ready to put a guide
into practice?
FutureMoney helps families open, fund and manage the accounts these guides explain, from a Junior Roth IRA™ to a 529 Plan, all in one app.
Or search “FutureMoney” in the App Store or Google Play.
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