Updates to the State of Iowa 529 plan
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.
5/29 is for 529’s
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.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
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.
Raising Kids, Lowering Taxes
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.
Game Saving Plays for 2021 Financial Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
Who Can Benefit from a 529 Plan
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?
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
The Advantages of 529 Plan Educational Funding
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.
College Planning: Don’t Wait to File Your FAFSA
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!
Updates to the State of Iowa 529 plan
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.
5/29 is for 529’s
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.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
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.
Raising Kids, Lowering Taxes
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.
Game Saving Plays for 2021 Financial Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
Who Can Benefit from a 529 Plan
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?
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
The Advantages of 529 Plan Educational Funding
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.
College Planning: Don’t Wait to File Your FAFSA
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?
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.
It’s College Planning Time. Are Your Finances Ready?
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.