Nancy Skeans, CEO of Schneider Downs Wealth Management Advisors spoke with the Pittsburgh Business Times regarding the progression of Roth IRAs due to ...
Derek Eichelberger, director of investment strategy at Schneider Downs Wealth Management Advisors, provides insight into maintaining composure in a poor
David Brinkman provides insight on what to do with your tax refund.
Have you ever wondered how you should spend your tax refund? David Brinkman, investment relationship manager with Schneider Downs Wealth Management Advisors
A married couple should do this to get the most from Social Security
Victoria Rogers gives strategies available for couples looking to maximize Social Security income in A married couple should do this to get the most from
James Moyer is featured in What Happens Now highlighting financial planning for College Grads.
College grads have some hard decisions to make about their financial future. James gives some sound advice in Financial Planning FYIs for College Grads
The Internal Revenue Service (IRS) recently released IRS Notice 2020-68 to provide guidance for employers implementing the Setting Every Community Up for ...
On October 26, 2020, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2021 (IRS Notice 2020-79).
On October 26, 2020, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2021 (IRS Notice 2020-79).
Financial Boot Camp Series: Focus on What You Can Control to Increase After-Tax Performance
2020 has certainly been an interesting year and again has reminded investors that they only have direct control over a precious few variables. These include
IRS Notice 2020-52 Makes Midyear Change To Safe Harbor Plans
On June 29, the IRS issued Notice 2020-52, offering welcome relief for plan sponsors that find themselves in a difficult financial situation as a result
President Donald Trump signed into law the Coronavirus Stimulus Bill on March 27, 2020. At over eight hundred pages long, the bill offers much-needed support
May the good times and treasures of the present become the golden memories of tomorrow. Wishing you all of the happiness, health, and good cheer that come
If you're like us, you waited all winter for the warm, sunny days of summer, only to be greeted by what seems like an endless string of gray and rainy days.
Spring, we thought it would never arrive! And as of this writing, it really still hasn't, except on the calendar. Watching the change of seasons is one way to mark the passage of time. Watching the changes in the markets is another. In this letter, David Brinkman talks about the last 10 years in the U.S. large company market, along with a few examples of the importance of tax-efficient investing.
As we all celebrate the holidays at this time of year, it often involves gifts. When we struggle to find that one perfect gift for someone, it's always
Most of us picture the image above when we hear the word harvest. But when it comes to your portfolios, there's a very different definition of the word that can make all the difference for you at tax time. Our team member, Alissa M. Shawl, has written the article below to explain what tax loss harvesting means for the average investor.
Retirement can be the most wonderful time of your life, truly the golden years. It is up to you to do what you can to make it so.Enjoying good health in retirement is key to quality of life. The other major determiner of quality of life in retirement is financial security. ...
The big question when it comes to retirement is, “How much money am I going to need?” With all of the advanced education and strategy tools available, it is still often difficult to understand the difference between what you can save for retirement and what is needed to retire.
If you had an unexpected emergency expense of $400, would you be able to pay for it? If your answer is no, you’re not alone. Forty-six percent of Americans said they would have difficulty with an emergency expense of $400.¹ Furthermore, 140 million Americans have little or no savings at all
All approach retirement, some sooner than others. To enjoy your retirement years and not be a burden on family members, it is essential that you save sufficient assets to carry you through your retirement. No one knows precisely the amount of assets you will need for a comfortable retirement, but the more you save now, the more comfortable you are likely to be at retirement.
Purchasing a home is a big decision. There are many factors to consider. Most importantly, what is your budget? Is now the time to rent instead? How do you know?
If debt is a leading contributor to your overall stress, you are not alone. The national mean for household credit card
debt is $16,000. The average total household debt, including mortgages, is $132,500. That volume of debt can be
a real burden on your wallet, relationships and ability to achieve other important goals like saving for retirement.
This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you. ...
This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.
This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.
Welcome to your Retirement Solutions e-newsletter. This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.
Welcome to your first Retirement Solutions e-newsletter. Our new e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.
