Gary completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas, Texas. May 2-4, 2019.

Time for a Mid-Year Investment Check

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates.

Andrew Schwartz, Vice President of Madison Planning Group was recently quoted on SavingForCollege.com

He provided tips on how to help clients solve three common issues with college planning.

Case 1: New parents without a plan to save for college

I just attended the W Forum in Indianapolis; a wonderful conference for female financial advisors. We are brought together annually, to exchange ideas about working with clients, managing our practices and lives and economic trends.

Gary Schwartz Awarded Ethics Approved Status

The International Association of Registered Financial Consultants (IARFC) has recently awarded Gary Schwartz of Madison Planning Group the "Ethics Approved Seal" for their adherence to the IARFC Code of Ethics.

How to Recover from a Mid-Life Financial Crisis

A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too much debt from unnecessary spending.

On Sunday, April 14th, Gary was quoted in the New York Post in an article pertaining to how wealthy New York residents are getting hit with record high tax bills.

The IRS recently issued its annual list of tax scams. The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season. Here are some of the scams that are highlighted on the list.

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

Rules on Opening a 529 Plan Account for College

Year over year, participation in 529 plans continues to rise.¹ Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are used for college. Here are some common questions on opening an account.