Establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Come join us for "The Only Book You'll Ever Need for an Organized Estate". We will guide you through completing this comprehensive organizer and provide industry knowledge for you to have peace of mind for an organized estate.
Medicare doesn’t have to be confusing. If you are new to Medicare or have questions about your current plan, you’re in the right spot!
If you are a small business owner, the following video library was made for you. Jessica A. Distel, CPA, MBA, Managing Director of Business Services & Development discusses the importance of the following topics: Sales Tax, Payroll Tax, Ohio Workers Compensation Insurance, and Ohio Commercial Activity Tax.
In this video, Lance addresses Social Security solvency, and provides some context on how Social Security is funded and payments are made to individuals. Additionally, he shares numerous filing strategies and considerations to weigh prior to filing for benefits. Please feel free to share this video with your family or friends who may have concerns regarding Social Security or are nearing retirement. If you have any questions or would like to discuss your options, please contact our office.
In the above video, Allen reveals the key limitations and shortcomings of chatbots. Surprisingly, the most advanced AI technology is merely a tool that requires human intervention, creativity, and insight.
In this video, Emily will explain a few factors that drive stock returns over longer periods of time. She will be using a real stock over a five-year time period as an example.