Should You Consider Private Loans? A Practical Guide for Families
Learn when private loans make sense for college funding, their pros and cons, and smart tips for borrowing responsibly.
Top 3 Financial Aid Mistakes Families Make—and How to Avoid Them
Discover the top 3 financial aid mistakes families make and how to avoid them. Maximize your FAFSA results with these practical tips!
FAFSA Priority Deadlines: Why Timing Could Save Your Family Thousands
Learn how FAFSA priority deadlines impact your financial aid eligibility. Get actionable tips and resources to file early and maximize your aid
Why GW Financial, Inc. Doesn’t Trade Based on the Batman Chart Pattern (or Any Other Technical Stock Stuff)
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.
How to Conduct a Financial Check-Up Before Tax Season
Prepare for tax season with a financial check-up! Learn how to maximize tax deductions, optimize savings, and plan for college and retirement.
Roth Conversions: A Strategic Tax Planning Tool for Your 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.
529 Plans vs. Retirement Accounts: Which Should You Tap for College Expenses?
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.
5 Myths About Saving for Both College and Retirement
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.
Building Good Financial Habits in Kids: A Guide for Parents and Grandparents
Learn how parents and grandparents can teach kids essential financial skills like earning, saving, budgeting, and investing. Build lifelong money habits starting today!
8 Legal Documents Parents and College Students Should Sign
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.
Retirement vs. Funding Your Children's College Education
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.
Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents
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.
Thanksgiving: A Tale of Turkey, Traditions, and Free Markets
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.
2024 Post-Election Market Takeaways: What They Mean for Your Retirement and Investment Planning
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 Paying Off Your Child's Student Loans? 5 Things to Consider
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.
College Financial Planning: It’s Never Too Late
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.
Navigating Financial Aid for Mid-Year College Admissions: A Comprehensive Guide
Struggling with mid-year college admissions? Our guide provides essential tips on managing your financial aid applications effectively.
Halloween Budgeting: Fun Without the Financial Fright
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!
Retirement Planning Amid Rising College Costs
Learn how to balance saving for your retirement while managing rising college costs. Discover strategies that help you prioritize both.
Gold and Silver in Your Investment Portfolio: An In-Depth Look
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.