Four Ways to Be More Intentional with Your Goal Setting in 2025
Authored by: Bradi Dahmen, Financial Advisor, Director of CNC Financial Group Setting goals is an essential part of achieving personal and financial success. While many people begin the year with resolutions or aspirations, those goals can quickly lose momentum without…
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1099s and W-2s: What You Need to Know for 2025
Authored by: Charlie Miracle, CPA – Financial Advisor – Member – Director of CAS As we approach the end of the year, small business owners should start preparing for one key task: filing 1099s and W-2s. These forms need to…
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Wrapping Up 2024: Here’s What You Need to Review Financially
Authored by: Jason Underwood, CFP® As the year winds down, it’s time to take stock of your financial situation and make sure you’re in the best position to transition into 2025. Year-end financial planning is an excellent opportunity to assess…
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The Power of Holistic Financial Planning in 2024
Authored by: Jason Underwood, CFP® In today’s fast-paced financial environment, having a clear and comprehensive view of your entire financial picture is crucial. Many individuals are left to manage their finances piecemeal, consulting different experts for taxes, investments, insurance, and…
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Cordell, Neher & Company, PLLC Announces the Retirement of Three Esteemed Women After a Combined 80 Years of Service
Cordell, Neher & Company, a leading tax and wealth management firm, is proud to announce the retirement of three exceptional women who have collectively contributed 80 years of dedicated service to the firm: Kristine Loomis, Karen Zanol, and Kay Phillips.…
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Navigating Estate Planning: Key Considerations for 2024 and Beyond
Authored by: Kyle Meissner, CPA, Financial Advisor & Member As we approach 2026, individuals and families must reassess their estate planning strategies to align with changing tax laws and exemption limits. With the Federal Estate Exemption set at $13.61 million…
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