We hope you enjoy this month's video about the Mission of Forward Financial Group and the steps we are taking to accomplish this mission. This is what drives us to help you and your family move forward and work toward your future goals.
The opinions voiced in are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.Prior to investing in a 529 Plan investors should consider whether the investor's or designatedbeneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
As you start thinking about your children or grandchildren heading off to college either soon or in the future, a 529 plan is a great option to save for them. A financial advisor can answer an question that you have about these plans and the different benefits to having them set up for future education.
When people change jobs it often impacts many financial items such as retirement plans and health insurance benefits. To take a closer look at this subject we put together a quick video and be sure to follow up if you or anybody you know is either going through this or plans to change jobs anytime in the near future.
Steven Dye describes the current state of the market. This video is a little longer because Steven took the time to explain how our process works.
Learn from Greg why and how he started Forward Financial Group
Steven Dye describes the current state of the market