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Articles by Bambi Holzer
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July 21, 2008
The Gift of Giving
When you teach your grandchildren to get involved in charity, you give them a gift that lasts a lifetime
You don’t have to look far these days to find people in need of a helping hand. Earthquake survivors in China, flood-ravaged communities in Iowa, and other victims of na ... read more
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May 19, 2008
How to Choose a 529 Plan
You know 529 plans are a great way to save for college. But which fund should you invest in?
If you read my recent article on 529 plans, then you already know I’m a big fan of them. You also know they’re a great way to save for those large tuition bills th ... read more
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May 05, 2008
Step-Family Finances
If you're remarrying, make sure your grown children know you're still looking out for them financially.
Whether it’s due to divorce or death, remarrying and adding a “step” to your family is a challenge at any stage in life. The challenge isn't just emotional; ... read more
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April 21, 2008
The 411 on 529 Plans
What every grandparent needs to know about the best way to save for college.
When my grandchildren, Madison and J.T., were born, my husband and I set up 529 savings plans to help fund their college educations. It's something that I recommend for all of ... read more
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April 07, 2008
The Truth About Disinheritance
When a grandchild turns into a rotten egg, maybe it's time to tweak your will. What are the consequences of denying inheritance?
Disinheritance. It’s a dirty word, but one that I hear on occasion from my clients. Fed up with the huge sense of financial entitlement their children and grandchildren ... read more
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March 10, 2008
5 Tips You Should Know About Inheritance
One financial planner's advice on how to leave a financial gift to your grandchild.
Inheriting money is a lot like winning the lottery — and not only because both involve free handouts. Nowadays, both scenarios may be just as unlikely to occur. A 2006 A ... read more
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February 25, 2008
Lessons in Dollars & Cents
5 ways to help your grandchild understand the value of money. Plus: Finance field trips that boost money smarts - and are a hoot!
Some of my most enduring childhood memories involve my mother taking me to the Bank of Lincolnwood in Illinois. Even now, I can picture her giving the teller my father’s ... read more
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February 11, 2008
Managing the Bank of Grandma & Grandpa
Hint: This institution does not issue ATM cards
One of the great joys of being a grandparent is spoiling your grandkids — with everything from an extra hour of TV, a cookie before dinner, or a trip to the toy store &l ... read more
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January 14, 2008
Instilling the Savers' Mind-Set
Want to involve your grandchildren in paying for college? Here's how!
Around age 5, children begin to understand how money works. It's right about then that you can start teaching them the value of saving for the future. They'll start to catch o ... read more
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January 08, 2008
Are You in Touch With Today's College Costs?
Understanding what it costs to send your grandchild to college
When I attended Northwestern University in the 1970s, one year of tuition cost about $6,000. As a private university, Northwestern was on the expensive side, but the cost was ... read more
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Bambi Holzer , AIF, CEA, CSPG, is the owner of Bambi Holzer Financial Group in Beverly Hills, Calif. An investment advisor for more than 25 years, Holzer has worked with high-net-worth individuals, endowment funds, and family foundations. She has appeared on Today, NBC Nightly News, and CNN, among others, Holzer is the author of four books on retirement planning and personal finance, including Set for Life: Financial Peace for People Over 50 (Wiley, 2000).
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