The Leaflet

Inheritance, financial planning, investing, and philanthropic news

From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy
Inheritance, Podcast, Financial Planning Katherine Fox Inheritance, Podcast, Financial Planning Katherine Fox

From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy

Everything you need to know about your parents (aka the grandparents) and funding higher education. This episode takes a deep dive into the information and strategies you should understand, from the tax benefits of 529s to initiating conversations about contributing to your kids' education.

Read More
I got an inheritance - what should I do with it?

I got an inheritance - what should I do with it?

Wondering what to do with an inheritance? I break down the 6 steps every young inheritor needs to know. Learn why rushing into decisions is the biggest mistake new inheritors make, and discover the strategic moves that can help you spend, grow, and give your wealth in line with your values. 

Read More
3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic
Inheritance, Podcast, Investing & Markets Katherine Fox Inheritance, Podcast, Investing & Markets Katherine Fox

3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic

Join me as I unpack how the Fed's rate cuts, election buzz, and global uncertainty drive stock market volatility. This short, jargon-free market recap has the news and advice you need, whether you're a crypto connoisseur or still trying to figure out what a stock actually is.

Read More