NEWS & RESOURCES

The Power of Holistic Financial Planning in 2024

October 9, 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

October 8, 2024

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

September 30, 2024

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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Reviewing Your Financial Security Amid Market Uncertainty and the Upcoming Presidential Election

September 17, 2024

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…

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Tips to Protecting Your Small Business from Check Fraud

August 1, 2024

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…

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Can Life Insurance Lower Your Tax Bill?

July 15, 2024

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…

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