Fun with 529 Plans
Category: Financial Planning » Education Planning
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.
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.
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.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Category: Financial Planning » Education Planning
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
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.
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.
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.�
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.
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.
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.�