Four 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 year, working with a financial advisor who understands the importance…
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Here’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 the causes you care about, but also provide valuable tax…
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Considerations for Reducing Your Tax Liability Through Contributions
Authored by: Ryan Gill, Senior Accountant | Cordell, Neher & Company, PLLC Are you looking for ways to lower your year-end tax bill? There are plenty of options to consider this year and as we approach 2024. One important factor…
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5 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, why do you need to think about estate management?1 Millennials,…
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Building 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 field, you aspire to achieve a stable retirement, support your…
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Rental Property Considerations: Is It Worth Investing In?
Authored by: Matt Foos, CPA at Cordell, Neher & Company, PLLC Investing in rental properties can potentially be a lucrative opportunity for those who are looking to diversify their portfolio. Real estate has always been a popular choice for investors…
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