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Saving 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 MoreUnlocking Retirement Security: Understanding Secure Act 2.0 Changes
Jennifer Babcock, CPA & Manager Retirement planning can often feel like navigating a labyrinth, with rules and regulations changing frequently. In late 2022, the U.S. government made significant updates to…
Read MoreStay Ahead of the Curve: Important Tax Deadlines and Tips
Authored by: Kyle Meissner, CPA, Financial Advisor & Member at Cordell, Neher & Company, PLLC It’s that time of the year again – tax season is upon us. With the…
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 MoreCordell, Neher & Company, PLLC Solicits Organizations to Apply for Their Community Service Project
Cordell, Neher & Company, PLLC is soliciting community service projects. Interested organizations are invited to apply for consideration. Since 1988, Cordell, Neher & Company has been committed to giving back…
Read MoreCordell, Neher & Company, PLLC Throws Down $160,000 Match Challenge to Build New YMCA
Cordell, Neher & Company, PLLC is feeling the love and from now to Valentine’s Day as they are offering $160,000 in matching funds to help build a new YMCA facility…
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 MoreHere’s How to Maximize the Impact of Your Charitable Donations
Authored by: Mekea Miracle, Senior Accountant In a world where giving back is more crucial than ever, understanding the nuances of charitable donations can not only amplify your impact on…
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 MoreHow to Unlock the Full Potential of Your Business
Authored by: Bradi Dahmen – Director of Wealth Management, Cordell, Neher & Company, PLLC If you own a business, then you know your personal financial picture is closely related to…
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