Financial Planning
Can Life Insurance Lower Your Tax Bill?
In the realm of financial planning, life insurance can stand out not only as a shield against unforeseen circumstances but also as a strategic tool for minimizing taxes. While the…
Read MoreSaving or Investing: How to Grow Your Money Wisely
Authored by: Adelae Winters, Financial Advisor In recent years, as we have experienced a rapidly changing interest rate environment, our general feeling toward cash on hand has adjusted. For the…
Read MoreHow to Have Conversations with Your Adult Kids About Money
Authored by: Jason Underwood, CFP®, Financial Advisor As parents, we often strive to protect and provide for our children throughout their lives. One crucial aspect of that care is discussing…
Read MoreHow 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…
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