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 Planning for Long-Term Care NeedsUnderstand the critical aspects of long-term care planning, from assessing costs and insurance options to managing care through various types of policies, ensuring quality of…
Financial Planning Financial Planning for the Law Firm PartnerNavigating the financial landscape as a law firm partner requires tailored planning across multiple areas, including cash flow, taxation, investment strategies, and retirement planning, to…
Behavioral Finance How to Use a 529 Plan For Retirement529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a…
Estate A Primer on Planning for a Special Needs ChildSpecial needs planning is designed to provide a way to take care of a disabled family member without disrupting the individual’s eligibility for government benefits.
Financial Planning Optimize Your Financial Health in 2024Step into 2024 with confidence in your financial future. Optimize Your Financial Health in 2024, offers insights for comprehensive financial planning. Covering everything from tax…
Estate 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investments 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
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…