Stalt Financial

Can they explain that buzzword in under 15 seconds? Let's see!

Back-to-school season has a lot of parents thinking about the future. 🎒📚

If college savings are part of the plan, a 529 is one option to consider. The first step is deciding how much of your child’s education you want to fund, then building a savings strategy that fits your family’s overall financial plan.

A studio day isn't complete without donuts!

Stay tuned to find out how many Timbits it takes to fuel a full day of financial content with Dan... 🍩

Entering a male-dominated field can feel intimidating at first.

Stalt Financial Co-Founder, Catherine Toone, RFC® shares her perspective and advice for women stepping into these industries and carving out their own path!

Preparing for a baby comes with a lot of questions.

What do we need to put in place? What should we update? What should we be thinking about financially?

A checklist will not cover every detail, but it can help you start thinking through the important pieces before the baby arrives 💙

Check out our baby financial readiness guide: https://newfamilyfinancialguide.staltfinancial.com/

Last and final part of our mini series! If you missed parts 1-3, feel free to check them out on our page!

If you have additional questions, visit our website staltfinancial.com and we are happy to help! 😁

We get this question a lot: does a Trump Account replace a 529?

Short answer: no, they're not built for the same job. Full breakdown in the video!

What exactly is a Trump account, and can your employer contribute? Part 2 of our breakdown is here. Catch up on part 1 if you missed it, and drop any questions below!

Co-Founder Dan Zech, CFP®, ChFC®,
CEPA®, is back to break down Trump Accounts. What they are, how they work, and how they could benefit you.

Stay tuned for the rest of the mini series as we cover what you need to know to make the most of Trump Accounts!

Most people spend years focused on building wealth.

But what happens when it is time to use it?

Retirement planning is not just about reaching the summit. It is also about creating a strategy for the way down.

That means thinking through income, taxes, timing, and how your money can support the life you worked to build.