Financial Planning
How to Build Your Wealth Based on Your Values
Bradi Dahmen – Director of Wealth Management When people think of financial advisors, they might assume advisors only focus on wealth. But before helping our clients set financial goals, it’s…
Read MoreKey Retirement Updates for 2024
Authored by: Adelae Winters, Financial Advisor As we approach Q2 of 2024, it’s essential to stay up to date on changes that could impact your financial plan. If you’re eyeing…
Read MoreGive More, Pay Less in Taxes: Tax-Smart Charitable Giving Strategies
Authored by: Jason Underwood, Financial Advisor at Cordell, Neher & Company, PLLC Several years back, the Tax Cuts and Jobs Act nearly doubled the standard deduction while restricting the state…
Read MoreFour Areas to Consider if You Want to Revisit Your Advisor Relationship in 2024
Authored by: Bradi Dahmen, Director of Wealth Management at Cordell, Neher & Company, PLLC At every life stage, you’re presented with unique challenges and opportunities. As we begin a new…
Read More5 Reasons Millennials & Young Professionals Need an Estate Strategy
Authored by: Adelae Winters, Financial Advisor at Cordell, Neher & Company, PLLC You’re young, your liquid assets are humble, and you might not have anyone relying on you, financially. So,…
Read MoreBuilding Your Financial Playbook
Authored by: Jason Underwood, Financial Advisor Imagine your financial objectives as strategic moves in a game of football, with you at the forefront. Just as you envision success on the…
Read MoreTax-Intelligent Opportunities for High-Net-Worth Families
Authored by: Bradi Dahmen, Financial Advisor, Director of Wealth Management Why Tax Diversification Matters You’ve probably heard of diversification when it comes to investments. This concept can apply to taxes…
Read MoreTax Advantages of 529 Plans for College Savings
Authored by: Jason Underwood, Financial Advisor Much like taxes and summer temperatures, college costs continue to rise. Saving for college early can help with the increasing cost of education and…
Read MoreCombined Life & Long-Term Care Insurance: How it Works
Provided By: Adelae Winters, Financial Advisor As you navigate the complexities of planning for the future, insurance products have become increasingly sophisticated to address a variety of needs. One solution…
Read MoreDon’t Wait. Plan Now. Retirement Planning Through All Phases of Life
Authored by: Bradi Dahmen – Director of Wealth Management It’s never too early to start planning for retirement, and seeking the advice of a financial advisor can help you develop…
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