Earlier this year (in January), we had a podcast with a guest speaker, followed by a public webinar on the same topic, and the topic was such a big hit, we decided to co-author an article on the subject matter. […]
Educational Articles
For those of you who missed the podcast/video we sent out a few weeks ago, this particular topic turned out to be a big hit, so I thought I’d transcribe it into article form for those who prefer to read […]
The stock market goes up – and then it goes down. Sometimes it goes up without hesitation, like it did in 2017, when the biggest drop was only around -2%. Now that’s a great year! On the other […]
When recording our podcast three weeks ago, I said it was RARE that we send out articles written by other professionals… and here I go sending out the 2nd one in the same month! Nevertheless, I thought it made a […]
It is VERY rare that we publish and distribute educational material from outside our office, but I felt that all we learned from Kristen created an extenuating circumstance. We recorded a Podcast recently that you can check out on iTunes […]
The CDC reports U.S. divorce rates in decline since 2000, however, divorce attorneys and family courts have seen a resurgence of divorces in 2020 due to the pandemic. As more couples divorce, so too will there be more children of […]
With a change in regime in Washington D.C., it is widely expected, at least at some point in the next four years, that income tax rates will likely rise. With this expectation comes the need to re-evaluate our tax planning, […]
While the Buckeye game didn’t end how I hoped it would, my Cleveland Browns are still in the playoffs, and for the first time in 17 years. In fact, the last time the Browns won a playoff game, I had […]
Written By: Laurie Hermance-Moore, Accredited Genealogist®, Heritage Bridge, and Adam D. Koos, CFP®, CMT® Have you thought about what you want your legacy to be? Of course, you want to protect and grow your financial assets, but wouldn’t you […]
Between the COVID-19 pandemic and what is turning out to be the most divisive Presidential election in U.S. history, we’ve received a lot of questions about what’s going to happen if one or the other candidate wins. For starters, […]
