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…
Read More »
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.…
Read More »
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…
Read More »
Reviewing Your Financial Security Amid Market Uncertainty and the Upcoming Presidential Election
Authored by: Financial Advisor, Director of CNC Financial Group In the onslaught of presidential race commercials, politically charged debates, and constant media coverage, it’s natural to wonder about the influence of a presidential election year on the financial markets. Some…
Read More »
Tips to Protecting Your Small Business from Check Fraud
Authored by: Jennifer Babcock, CPA & Financial Advisor Despite the digital age, many small business owners continue to use paper checks to pay their employees and vendors. While this traditional practice is perfectly fine, it can expose your business to…
Read More »
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 primary purpose of life insurance is to provide financial security…
Read More »Footer Contact
Privacy & Usage: The information on the Cordell, Neher & Company, PLLC website is provided with the understanding that it should not be substituted, in any way, for consultation with a professional Certified Public Accountant, accountant, tax, legal or other competent advisor. Cordell, Neher & Company, PLLC makes every attempt to ensure that the information contained on their websites are obtained from reliable sources, but is not responsible for any errors and/or omissions or from the results obtained from the use of any information. This site contains links to servers maintained by other organizations. Cordell, Neher & Company, PLLC cannot provide any warranty regarding the accuracy or source of information found on any of these servers, the content of any file the user might use to download from a third-party site, and is not responsibility for the content found on any of these servers or for any links these servers maintain with other servers.
© 2015 Cordell, Neher & Company PLLC • Designed by Pixel to Press
