Close out 2025 with a tax-smart giving strategy. Learn how donor-advised funds (DAFs) can help you minimize taxes, maximize charitable impact, and align generosity with your broader financial plan. At GW Financial, Inc., we help families navigate college costs, retirement planning, and charitable giving with clarity and confidence.

Learn how public, private, and out-of-state college costs compare. Nevada and California families can avoid sticker price shock.

This back-to-school season, revisit your emergency fund, align 529 savings, and simplify your financial plan with help from GW Financial, Inc.

Celebrate Independence Day by reimagining your financial independence. This guide covers retirement strategies, investment reviews, and estate planning to help you stay on track toward long-term financial freedom.

A financial planner’s personal birthday checklist offers practical mid-year financial planning tips, from checking Social Security and credit reports to managing summer spending, family finances, and retirement goals.

Explore 10 fun and educational summer activities that support college planning, build life skills, and strengthen your child’s future success.

Avoid leaving a digital mess for your loved ones. Learn how to create a digital death cleaning plan, protect your financial legacy, and secure your online accounts.

Estate planning is more than just drafting a will—it’s about ensuring your family’s wealth stays protected for generations. Learn why a revocable living trust with a separate property stipulation is one of the best tools to preserve inheritance, plus other key strategies for keeping assets secure across generations.

Tax season is here—are your finances in check? Learn how to conduct a tax-season financial check-up and maximize your savings for retirement and college planning.

Protect your financial data this tax season with our expert tips. Learn how to safeguard sensitive information while managing taxes and college planning.

Discover why GW Financial, Inc. avoids trading based on trendy patterns like the Batman chart. Learn how our evidence-based, research-backed strategies prioritize long-term success, risk management, and financial growth over fleeting market trends. Explore disciplined investing with a focus on your unique goals and peace of mind.

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

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.

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.

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!

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.

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

Discover how continuous financial education can enhance your ability to manage college and retirement savings effectively. Schedule a call to learn more!

A spending plan is like having a map for your financial journey, helping you stay on track and reach your goals. Just as a hiker would be lost without direction, many people struggle financially without a clear plan. By creating a spending plan, tracking your spending, and reviewing it regularly, you can gain control over your finances and make more informed decisions.