This week Kole and Baileigh discuss financial tools parents can use to help prepare them for the back-to-school season.

On today's episode:
🎓 Back to School
📊 529 Plan Updates
🗓️ End of Year Planning

** Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary'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. **

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 Contact Full Swing Financial Planning:
Address: 1725 1st Ave S, Fort Dodge, IA 50501
Phone: 515-308-4545
Email Kole Petersen: [email protected]
Email Cole Jaeschke: [email protected]
Email Baileigh Ashbrook: [email protected]

🌐 Follow Full Swing Financial Planning:
Website: https://www.fullswingfinancial.com
Facebook: https://www.facebook.com/fullswingfinancialplanning
LinkedIn: https://www.linkedin.com/company/full-swing-financial-planning/
YouTube: https://www.youtube.com/@HowToMoneyPodcast
Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning
Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning
Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning

This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

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