This back-to-school season, revisit your emergency fund, align 529 savings, and simplify your financial plan with help from GW Financial, Inc.

A financial planner’s personal birthday checklist offers practical mid-year financial planning tips, from checking Social Security and credit reports to managing summer spending, family finances, and retirement goals.

Tax season is here—are your finances in check? Learn how to conduct a tax-season financial check-up and maximize your savings for retirement and college planning.