GAINPLAN

Insights

Welcome to our blog.

We live to shake up the industry. Here’s what we’re thinking.

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  • July 18, 2018

    529 Accounts Can Pay for Private School Expenses

    In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition. Read More

    Author: Thad Schlaud

    Topics: Education, Major Life Purchases, Industry Ideas

  • December 12, 2017

    Maximizing Social Security

    Are you getting ready to start drawing on social security benefits? If so, or you just want to know how to prepare when the time comes, this article is for you. Read More

    Author: Thad Schlaud

    Topics: Education, Industry Ideas

  • November 16, 2017

    What We're Reading This Week

    This week we are reading about the growing problem of a lack of proper retirement planning and the unfortunate dilemma of death and taxes…should death be taxed? Read More

    Author: Thad Schlaud

    Topics: News, Education, Industry Ideas

  • September 07, 2017

    Addressing an Old 401(k)

    What should you do with an old 401(k)? One option is to roll it over into your current employer’s 401(k) plan, but is that the best choice? Read More

    Author: Chad Wotton

    Topics: Education, Gainplan Facts, Industry Ideas

  • September 07, 2017

    Is Investing Risky and Complicated?

    Are you struggling with weighing the risk and reward to investing? Hint: It may be a riskier move not to invest. Read More

    Author: Nick Pagano

    Topics: The Market, Education, Gainplan Facts, Industry Ideas

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