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College Planning: Don’t Wait to File Your FAFSA

Category: Financial Planning » Education Planning » 529 Plans
By Stacie Neussendorfer
10/06/2020

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 to Do with Your College Expenses Refund Check

Category: Financial Planning » Education Planning » 529 Plans
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. 

Who Can Benefit from a 529 Plan

Category: Financial Planning » Education Planning » 529 Plans
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?

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans
By Ethan Gascho
01/31/2020
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.

What’s the Best Investment a New Parent Can Make?

Category: Financial Planning » Education Planning » 529 Plans
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.

Education Planning Begins Today

Category: Financial Planning » Education Planning » 529 Plans
By Wade Den Hartog
09/21/2018

Fun with 529 Plans

Category: Financial Planning » Education Planning » 529 Plans
By Foster Group
02/24/2017
Previous 1 2

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans
By Ethan Gascho
01/31/2020
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.

What’s the Best Investment a New Parent Can Make?

Category: Financial Planning » Education Planning » 529 Plans
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.

Education Planning Begins Today

Category: Financial Planning » Education Planning » 529 Plans
By Wade Den Hartog
09/21/2018

Fun with 529 Plans

Category: Financial Planning » Education Planning » 529 Plans
By Foster Group
02/24/2017
Previous 1 2
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