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Whimsical September

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Motherhood 6 Comments

Mutual Funds: How to Set One Up for Loved One’s 1st Birthday

Mutual Funds - How to set one up for a loved one's first birthday

With Hadley’s second birthday around the corner (blows my mind), I’ve been reminiscing more frequently about her first birthday festivities last year. My sister and brother-in-law gifted Hadley something very unique last year that Jamie and I thought was brilliant, so I figured I’d share their idea in case there’s a tiny little love in your life that you’ll be looking to spoil with a birthday gift soon!

jennifer

Because they knew Hadley would be receiving plenty of fun toys and such from other family members and friends, they decided to think outside of the box a bit. They teamed up with my mom to secretly get Hadley’s social security number so that they could set up a mutual fund for her through their financial advisor at Edward Jones.

The particular fund they chose has a longer track record and a strong return on investment. They deposited a nice chunk of money into it and then wrote Hadley a letter explaining the account (we obviously have that letter tucked away for safe keeping!). The letter detailed that the account was made in her honor for her first birthday and that they were going to let it grow until she’s in college. They also explained to Jamie and me that the account will make gift giving easy for them in the future in case they want to just deposit money into the account instead of gift her with another toy.

I was speechless at their brilliant idea! My sister and I are really close, but I was shocked when Hadley “opened” this gift! Hadley has a really special relationship with her aunt and uncle, so I know that they spent a lot of time thinking of the perfect gift and that a lot of love went in to creating this for her and her future.

jennifer2

 

Erica
Erica

Hi! I’m Erica, and I absolutely adore sharing my life on this website with you! I come here almost daily to blab about all of the things related to being a regular wife and mother in today’s ever-evolving society. I share about our new home, what’s on our kitchen table, what we’re hanging in our closets, where we’re traveling to next, my crazy 5 a.m. work outs, how I make time for girlfriends, our faith, and much more. We always have a lot of balls in the air and somewhat thrive on the chaos. I believe in the power of story-telling as a form of inspiration and entertainment, so I’m here to do both! I was born and raised in north Alabama and recently re-planted roots here again after my husband transitioned out of the Army (he is now in the Reserve and it’s going so well!) I’m a super proud mom to three little girls (ages 7, 4, and 1) who seem to be the stars of the show around here (for good reason – they’re pretty great!) I’m so glad you found me and are here reading! I hope we can get to know each other here on the blog as well as Facebook and/or Instagram. xoxo

October 29, 2015

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Meet Erica

Hi! I’m Erica, and I absolutely adore sharing my life on this website with you!

I come here almost daily to blab about all of the things related to being a regular wife and mother in today’s ever-evolving society. I share about our new home, what’s on our kitchen table, what we’re hanging in our closets, where we’re traveling to next, my crazy 5 a.m. work outs, how I make time for girlfriends, our faith, and much more. We always have a lot of balls in the air and somewhat thrive on the chaos.

I believe in the power of story-telling as a form of inspiration and entertainment, so I’m here to do both! I was born and raised in north Alabama and recently re-planted roots here again after my husband transitioned out of the Army (he is now in the Reserve and it’s going so well!) I’m a super proud mom to three little girls (ages 7, 5, and 1) who seem to be the stars of the show around here (for good reason – they’re pretty great!)

I’m so glad you found me and are here reading! I hope we can get to know each other here on the blog as well as Facebook and/or Instagram. xoxo

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