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Click here for more information about Swanson & Boley Wealth Strategy Group. A Service of D.A. Davidson & Co.
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SWANSON & BOLEY
WEALTH STRATEGY GROUP
a service of D.A. Davidson & Co.
2 N. Main St., Suite 102
Sheridan , WY 82801Phone:
- (307) 674-6288
Newsletters
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A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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Considerations When Making Gifts to Children
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
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Building Blocks for Financing College with Less Debt
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.