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Fun with 529 Plans

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

Education Planning Begins Today

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

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.

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.

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?

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. 

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 Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning » Education Planning » 529 Plans
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 » 529 Plans
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.

1 2 Next

Fun with 529 Plans

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

Education Planning Begins Today

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

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.

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.

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?

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. 

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 Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning » Education Planning » 529 Plans
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 » 529 Plans
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.

It’s College Planning Time. Are Your Finances Ready?

Category: Financial Planning » Education Planning » 529 Plans
By Brittany Heard
04/01/2021

As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.

Raising Kids, Lowering Taxes

Category: Financial Planning » Education Planning » 529 Plans
By Andy Rushenberg
04/16/2021

Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.

5/29 is for 529’s

Category: Financial Planning » Education Planning » 529 Plans
By Kadin White
05/25/2021

May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.

1 2 Next
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