Back to Financial Planning Insights Reflection Leads to Better Investment Decisions Matt Olver July 13, 2020
Meet The Author Matt Olver Partner Matt is a Partner in the Cleveland office and has over twenty years of experience working with families and business owners as a financial planner... Learn More
Financial Planning Retirement Plan Considerations for the Self-EmployedSolo practitioners and small business owners have several retirement plan options to consider, from solo 401(k)s to SEP IRAs and cash balance plans. Each plan…
Behavioral Finance Seven Easy Steps to an Effective Year-End Review of Your Family Finances As autumn brings renewed focus, it's the ideal season to evaluate and optimize your family's finances. Whether it's realigning financial goals, scrutinizing tax implications, or…
Financial Planning Rollover DecisionsRetirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
Executive Financial Counseling The Taxation of Restricted Stock UnitsRestricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they're taxed at the federal level, and later treated as…