Prepare for tax season with a financial check-up! Learn how to maximize tax deductions, optimize savings, and plan for college and retirement.

Discover how Roth conversions can enhance your retirement strategy by minimizing taxes, increasing financial flexibility, and simplifying legacy planning. Learn how GW Financial integrates Roth conversions into comprehensive financial planning for long-term success.

Should you use a 529 plan or tap into retirement accounts to pay for college? Learn the pros and cons of each strategy and make a smart choice for your family’s future.

Debunk common myths about saving for college and retirement in this insightful guide. Learn how to balance both goals with strategic planning, maximize flexibility with 529 plans, and prioritize your financial future without unnecessary stress.

Learn how parents and grandparents can teach kids essential financial skills like earning, saving, budgeting, and investing. Build lifelong money habits starting today!

Preparing your college-bound child for college involves more than thinking through college financial planning. Learn about FERPA waivers, HIPAA forms, powers of attorney, and more to ensure peace of mind during emergencies. Get tips for securing their belongings and managing healthcare needs before they head off to college.

Learn how to balance retirement planning with the rising costs of your child’s college education. Discover smart college planning strategies, including consulting a financial planner, involving your child in decisions, and prioritizing retirement savings while exploring funding alternatives.

College planning has many facets, one of which is tax implications. Learn how to financially support a child’s education while avoiding tax pitfalls. Explore qualified expenses, tax credits, and savings options like 529 plans and Coverdell ESAs.

Today we’re taking a break from our usual college planning content to discover the fascinating history of Thanksgiving and the Pilgrims' early free-market experiment. From the first feast in 1621 to modern traditions, explore how gratitude, hard work, and freedom shape this uniquely American holiday.

Explore the market’s reaction to the 2024 election and Trump’s historic return. Compare trends from 2016 to today’s evolving economy, and discover why flexibility and fundamentals are key for investors navigating a dynamic financial landscape.

Thinking about helping your child with their student loans? This guide covers essential college planning tips to help you make informed decisions to support your child's financial future while balancing your own retirement goals.

Discover essential strategies for late-stage college financial planning in our latest blog. Learn how parents of teens and college-aged students can navigate tuition costs and explore ways to minimize student debt. It's never too late to plan—start now to ease the financial burden of college.

Struggling with mid-year college admissions? Our guide provides essential tips on managing your financial aid applications effectively.

This Halloween, don’t let your budget give you a fright! Discover practical and clever tips and tricks to treat your family without haunting your finances. Ready to embrace the spirit of Halloween while keeping your wallet happy? Dive into our guide for a season filled with thrills, chills, and wallet-friendly delights!

Learn how to balance saving for your retirement while managing rising college costs. Discover strategies that help you prioritize both.

Explore the pros and cons of adding gold and silver to your portfolio. Learn how these metals can offer diversification and hedge against inflation, but also come with risks like volatility and limited growth. At GW Financial, Inc., we focus on long-term growth to help you make informed investment decisions.

Navigate the complexities of merging finances as newlyweds with our guide on managing college debt and building savings together.

Discover smart saving strategies to enjoy the holiday season without breaking the bank. Learn how to balance festivities with your long-term financial goals.

Discover the value of professional 401(k) management through Pontera and how GW Financial, Inc. delivers Advisor Alpha to optimize your retirement strategy.

Learn effective strategies for managing college debt, using credit cards wisely, and budgeting to ensure financial stability during your university years.