SmithSandlin Wealth Planning

09/02/2026

529 plans are often associated with saving for children’s education, but they can also be a powerful tool for adults. From returning to school to managing student loan payments or even supporting long term planning, these accounts offer more flexibility than many realize. https://sswp.lpl.com/blog/how-adults-can-use-529-plans

08/31/2026

Discover why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
Read more: sswp.lpl.com/weekly-market-commentary

08/28/2026

We may be past the midyear point, but if you missed your chance for a tax checkup, consider this your reminder.

As August comes to a close, there's still time to review your financial picture before the busy holiday season arrives. From checking your tax withholding and estimated payments to evaluating charitable giving, retirement contributions, and other tax-smart strategies, opportunities may still exist to make meaningful adjustments before year-end.

What could a check-in today save you tomorrow?

A midyear tax checkup allows you to identify and address any tax issues or execute any planning opportunities.

08/27/2026

The U.S. national debt recently surpassed $40 trillion, a milestone that has sparked plenty of headlines and debate. While the number itself is significant, investors may be better served by understanding what is driving the growth of federal debt and what it could mean for the economy and markets over the long term. Read the article here: https://www.linkedin.com/pulse/road-40-trillion-david-kelly-fhfmc

08/26/2026

One of the more beneficial ways to prepare for your children’s college expenses is to start early and contribute a percentage of each paycheck into an account. https://sswp.lpl.com/blog/college-costs-are-rising-heres-how-parents-can-stay-out-of-debt

08/24/2026

Explore how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest rates.
Read more: sswp.lpl.com/weekly-market-commentary

08/21/2026

There are three things to consider before dipping into retirement savings to pay for college https://sswp.lpl.com/resource-center/retirement/should-you-tap-retirement-savings-to-fund-college

08/19/2026

529 plans offer valuable tax benefits, but smart withdrawals are key. Timing, qualified expenses, and tax rules all matter.
https://sswp.lpl.com//blog/your-complete-guide-to-tax-smart-529-plan-withdrawals

08/17/2026

Explore shifting global growth leadership, cooling emerging markets, Fed policy expectations, and foreign demand for U.S. Treasuries. Read more: sswp.lpl.com/weekly-market-commentary

08/14/2026

A scholarship can make a meaningful difference in the cost of higher education, but it's important to understand the potential tax implications before the school year begins.

Not all scholarships and educational benefits are treated the same when it comes to taxes, and knowing the rules can help families avoid surprises down the road.

Read more in this article 📚

Financial assistance for college comes in lots of shapes and sizes, and so do the tax consequences.