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Who Can Benefit from a 529 Plan

Category: Financial Planning » Education Planning
By Ryne Oller
03/06/2020
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’s the Best Investment a New Parent Can Make?

Category: Financial Planning » Education Planning
By Ryne Oller
08/30/2019
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.

What You Need to Know About Public Service Loan Forgiveness

Category: Financial Planning » Education Planning
By Kadin White
11/18/2021

Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.

What to Do with Your College Expenses Refund Check

Category: Financial Planning » Education Planning
By Caleb Brown
05/06/2020
If you are receiving a refund of money already spent from a 529 plan, here are some important considerations. 

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning » Education Planning
By Marcus Iwig
02/01/2021
Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning » Education Planning
By Jason Brown
02/26/2021

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.

Updates to the State of Iowa 529 plan

Category: Financial Planning » Education Planning
By Kadin White
05/27/2024

529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.

The Ins and Outs of Paying Student Loan Debt

Category: Financial Planning » Behavioral Finance
By Zach Dalluge
12/20/2019
Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.

The Advantages of 529 Plan Educational Funding

Category: Financial Planning » Education Planning
By Ryne Oller
06/14/2023

A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.

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Who Can Benefit from a 529 Plan

Category: Financial Planning » Education Planning
By Ryne Oller
03/06/2020
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’s the Best Investment a New Parent Can Make?

Category: Financial Planning » Education Planning
By Ryne Oller
08/30/2019
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.

What You Need to Know About Public Service Loan Forgiveness

Category: Financial Planning » Education Planning
By Kadin White
11/18/2021

Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.

What to Do with Your College Expenses Refund Check

Category: Financial Planning » Education Planning
By Caleb Brown
05/06/2020
If you are receiving a refund of money already spent from a 529 plan, here are some important considerations. 

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning » Education Planning
By Marcus Iwig
02/01/2021
Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning » Education Planning
By Jason Brown
02/26/2021

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.

Updates to the State of Iowa 529 plan

Category: Financial Planning » Education Planning
By Kadin White
05/27/2024

529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.

The Ins and Outs of Paying Student Loan Debt

Category: Financial Planning » Behavioral Finance
By Zach Dalluge
12/20/2019
Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.

The Advantages of 529 Plan Educational Funding

Category: Financial Planning » Education Planning
By Ryne Oller
06/14/2023

A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.

Teaching — and Learning from — Our Kids: What Kind of Spender Are You?

Category: Financial Planning » Education Planning
By Matt Stagner
06/05/2025

As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.

Tax Planning Strategies For 2019: How Can You Act Now?

Category: Financial Planning » Education Planning
By Guest Blogger
10/07/2019
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
By Wade Den Hartog
09/03/2019
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
1 2 3 Next
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