Retirement planning is more than just financial planning. Have you or someone you know worked for 40+ years and said, "I don't know what I will do when I retire?" This retirement readiness workshop is designed for individuals approaching retirement in the next 2 to 3 years or who have recently retired.
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, Ohio Commercial Activity Tax, and the Ohio Pass Through Entity Tax.
As the end of the year approaches, this is the perfect time to recap 2023 and share our thoughts on what may lie ahead in 2024 for the financial planning, investments and tax.
In the following video, Financial Planner, Chrissy Israel discusses different ways to fulfill your philanthropic goals in manor that can be beneficial to you and your finances.
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!
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.