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BlogEstate and Legacy PlanningTax Minimization StrategiesWealth Management

Funding Your Child’s Education

By PeninsulaWealth | Sep 28, 2022 | 0 Comments

When it comes to saving for your child’s education, the earlier you can start, the easier it will be to reach your goal. A modest contribution today could amount to a larger sum by the time your child is ready for school. Let’s take a closer look at a few of the different education savings plans available to you.

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Child putting money away to save
BlogEstate and Legacy Planning

Estate Planning 101: The Basics of Inheritance

By PeninsulaWealth | Dec 27, 2021 | 0 Comments

When planning for your family’s future and establishing your legacy, it’s important to consider any inheritance laws or practices that will impact your beneficiaries. Inheritance laws and practices can be confusing at best so we’ve pulled together a few important...

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BlogEstate and Legacy Planning

Getting Started with Estate Planning

By PeninsulaWealth | Jul 5, 2021 | 0 Comments

It can be easy to focus on the here and now when it comes to financial planning. But we know that to build a successful strategy, we need to look forward — to our plans, goals, and ultimately, what we want to leave behind. That’s where estate or legacy planning...

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BlogEstate and Legacy Planning

Rahul: Lessons from My Father

By PeninsulaWealth | Jun 16, 2020 | 0 Comments

Many of our financial lessons are passed down by our parents and those who came before us. Hear from Peninsula Wealth CEO Rahul Shah about the lessons he's learned from his father.

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Dad and son sitting by river in forest
BlogEstate and Legacy Planning

Educating Your Kids about Money Management

By PeninsulaWealth | Mar 11, 2020 | 0 Comments

How to manage money is one of the most valuable skills you can teach your kids. Today, we outline a series of tips that may help guide you through money management education.

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Baby putting money in piggy bank

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This website is a publication of Peninsula Wealth, LLC. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Peninsula Wealth, LLC is registered as an investment advisor with the Securities Exchange Commission. Peninsula Wealth, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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