Maximize Your Limits
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.
The Ins and Outs of Paying Student Loan Debt
Category: Financial Planning » Behavioral Finance
Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.
Single Stock- Too Much of a Good Thing
Category: Financial Planning » Education Planning
Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.
Tax Planning Strategies For 2019: How Can You Act Now?
Category: Financial Planning » Education Planning
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Starting Off on the Right Foot
Category: Financial Planning » Cashflow
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
What’s the Best Investment a New Parent Can Make?
Category: Financial Planning » Education Planning
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
Fun with 529 Plans
Category: Financial Planning » Education Planning