5 Retirement Planning Tips

Retirement planning is complex. Make the most of your golden years by planning for them. We often hear of tips on how to fund retirement accounts and invest our money. Here are five tips that you don’t often hear.

The Million Dollar Question

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary Every now and again I get asked “How much does a person need to retire?”  It’s the million (continued).

Buy a Quart of Soup – Donate a Meal

By Portage County Business Council

Farmshed is so excited to launch their newest program: buy a quart of soup and donate a meal! When you purchase a quart of Farmshed’s locally sourced soup, you are (continued).

Some Changes for Retirement Savers in 2021

If you are a retirement saver, much remains the same in 2021 as it was for 2020. Be sure you are familiar with the rules for contributions.

Qualified Charitable Distributions

Win-Win-Win! The client didn't have to pay the ordinary income tax that he otherwise would have had to.  The organization received the money they needed.  And our community has a stronger organization to serve our residents. 

Positive Outcomes from Negative Experiences

By Portage County Business Council

It seems like more often than not, we have positive outcomes that accompany negative experiences.  2020 is certainly exemplary with Covid-19 and the disruptions it has caused.

5 Year-End Financial Planning Reminders

Here are a few financial reminders that, if you don’t get them done by December 31st, you’ve missed out.

Giving Thanks for All We Have

May your Thanksgiving holiday be filled with family, friends, food and fun and may our hearts be filled with gratitude for the many blessings we have.