College Planning Fresno

03/06/2025

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Free! College Admissions, Financial Aid, and are section 529 plans all they're cracked up to be? For parents with college bound students of all ages LIVE EDUCATIONAL WEBINAR! Don't miss ONE of these FREE EDUCATIONAL WEBINARS Plan early. Pay Less! TUESDAY, February 25, 2025 - 6:30 PM - 7:45 PM THUR

03/01/2025

Do you have your bracket handy? No, we’re not talking about those of the sports variety!

Instead, we’re referring to 2025 tax brackets, an important aspect of your financial strategy for the year. Read the graphic to find your expected tax bracket, and feel free to save this post for future reference.

As always, if we can be of help, don’t hesitate to give the office a call.

02/21/2025

Financial Literacy Month is here! Take charge of your financial future by discovering a system of money management to reach your full financial potential.

Schedule a free consultation at www.scottkarl.com
Reach out anytime. Cell: 559-307-6103

02/15/2025

Please join us for a FREE Educational College Planning webinar that will focus on college bound children of all ages including high school students. We will address best practices to start a college funding strategy and share ways to position your student to obtain maximum financial aid from the colleges plus, all the other information you need to know to pay for college with as little out-of-pocket cost as possible. Even if your family is not eligible for need-based aid, we will cover the best strategies on how to pay for college the most cost-effective way, while minimizing the strain on the rest of your finances.
In this live webinar, we will cover these key topics:
• What you don’t know about 529s or College savings plans and how they could affect the financial aid.
• FAFSA and financial aid form basics, and the biggest mistakes parents make when
filling out these forms.
• How your EFC (Expected Family Contribution) is calculated, why you need to know
this number before planning and know ways to possibly reduce it.
• Getting financial aid - even if you make a lot of money.
• Avoiding scholarship scams & loan pitfalls. Know more about the least expensive loans.
• Why most student loans aren’t the answer anymore, and what other options are available
for college funding.
• How school choice can lower your out-of-pocket costs.
• How you may recover a big portion of the cost of college through student positioning and financial
positioning.

02/10/2025

Want to offer a retirement plan for your employees but need to keep it simple?

Swipe through ➡️ to learn about the new starter 401(k) — designed specifically for small businesses that want to provide a retirement option without the complexities of traditional plans.

Have questions or want to explore your options? Our team is here to help. Give us a call anytime.

02/04/2025

The big game is right around the corner! Whether you’re rooting for your team, tuning in for the commercials, or just here for the snacks 🏈🍿, we hope your weekend is a real touchdown.

If you need anything before kickoff, just pass it our way — we’re here to help!

01/28/2025

In honor of National Thank You Month, we want to take a moment to express our heartfelt gratitude to all of our incredible clients. Your trust and partnership mean the world to us, and we feel truly privileged to work with you.

Here's to many more years of working together and achieving great things! Thank you for choosing us.

01/15/2025

January is Financial Wellness Month, a perfect time to start the year strong with a financial checkup. Reviewing your financial health can set you up for a smoother, more secure year ahead. Swipe through to learn how to get started with these five essential steps.

Have questions or want a deeper dive? Contact our team to help guide you

01/09/2025

As we enter 2025, it’s a good time to evaluate your company’s 401(k) plan. A well-chosen plan can play a crucial role in helping your company maintain a competitive edge and ensuring employees can build a secure future. Whether you’re looking to adjust your current plan or explore new possibilities, finding the right fit is key.

We're here to help you make informed decisions that benefit both your team and your business. Contact us today!

01/08/2025

As we enter 2025, it’s important to take proactive steps toward securing your financial future. In recognition of Financial Wellness Month, we’ve outlined several key updates and strategies that could significantly impact your financial health this year. Read on for more!

Want to chat about your financial strategy for 2025? We’re here to help.

01/01/2025

As we welcome 2025, we want to extend our heartfelt gratitude for your continued trust and support. It's because of our amazing clients that we can serve our community year after year.

Please note that our office will be closed on Wednesday, January 1st, in observance of the New Year holiday. We will resume regular business hours on Thursday, January 2nd. If you need anything during this time, please reach out and we'll get back to you as soon as possible.

Wishing you a Happy New Year! 🎉