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.

Single Stock- Too Much of a Good Thing

Category: Financial Planning » Education Planning

By Marcus Iwig

10/25/2019

Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.

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.

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.

Education Planning Begins Today

Category: Financial Planning » Education Planning

By Wade Den Hartog

09/21/2018

Fun with 529 Plans

Category: Financial Planning » Education Planning

By Foster Group

02/24/2017

Fun with 529 Plans

Category: Financial Planning » Education Planning

By Foster Group

02/24/2017