Managing Personal Finances for Adult Children with Disabilities
It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.
Financial Planning
Estate Planning: A Guide for Accountants
Early estate planning strategies are critical to your clients, and accountants and tax professionals can offer significant and valuable assistance in the process.
The Technology Lab Podcast – Review of Clockwork – Nov. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss Clockwork, an AI-powered intelligent financial advisory tool.
New Employer Rules for 401(k) Catch-Up Contributions
The new SECURE 2.0 law adds another layer, beginning in 2025, for participants who are age 60 through 63.
The Pros and Cons of Annuities: A Guide for Financial Advisors
As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.
Life Insurance Planning Tips for Parents and Caregivers
October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.
Finance Pros Turn Focus from Growth to Cost Control, Says CFO Survey
Finance leaders ranked talent shortage (43%), pace of technology change/digital disruption (40%) and high inflation (38%) as the top risks facing their businesses.
Schneider Downs Wealth Management Names New CEO
Eichelberger has more than 25 years of experience in the financial services industry, and he has a lengthy history of advising high net worth individuals, foundations, endowments and retirement plans.