Fun with 529 Plans
Category: Financial Planning » Education Planning
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.
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.
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.�
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.
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.
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.
Who Can Benefit from a 529 Plan
Category: Financial Planning » Education Planning
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
Fun with 529 Plans
Category: Financial Planning » Education Planning
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.
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.
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.�
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.
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.
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.
Who Can Benefit from a 529 Plan
Category: Financial Planning » Education Planning
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
What to Do with Your College Expenses Refund Check
Category: Financial Planning » Education Planning
If you are receiving a refund of money already spent from a 529 plan, here are some important considerations.
College Planning: Don’t Wait to File Your FAFSA
Category: Financial Planning » Education Planning
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Education Planning
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.