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Welcome to The Wealthy Parent Newsletter
I'm so glad you are here!
Aug 21, 2023
•
Kelly L. Palmer, CFA, CFP®
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2
1
Backdoor Roth IRA Regrets: 5 Mistakes I See All The Time
🎉A Party Trick
Jan 12
1
🎊The Top 5 Posts of 2025: The Wealthy Parent Newsletter
✨Happy New Year!
Jan 5
2
2
What Two Years of Spending Data Taught Me About Big Decisions
🎄Happy Holidays
Dec 22, 2025
3
7 Smart Money Moves for December 2025
🎁You Got This
Dec 15, 2025
2
Latest
Top
Discussions
The 4 Gift Rule 2025: Want, Need, Invest, Read
🎁A Plan for Your Gifts and Finances
Dec 8, 2025
3
1
Don't Buy Life Insurance From Your Cousin
🦃Happy Thanksgiving Season!
Dec 1, 2025
6
3
1
Behind the Scenes: The Palmer's Open Enrollment
🫶🏻What Would Kelly Do?
Nov 17, 2025
2
1
What It's Actually Like to Meet With a Financial Planner
🤔What Happens Exactly?
Nov 10, 2025
3
BONUS GUIDE: How to Turn Generosity into Smart Tax Planning
A special guide for premium subscribers
Nov 3, 2025
1
Progress Without Pressure: 5 Tiny Tweaks
🫶🏻Progress Without Pressure: 5 Tiny Tweaks
Oct 27, 2025
3
Corporate Benefits 102: FSA, HSA, 401k
Updated for 2025-2026 Benefits Season
Oct 20, 2025
2
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