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I have always known I wanted a career in the financial services industry, ever since I graduated from Case Western Reserve. The advice I received early on was to join a large firm and gain as much knowledge as possible, and I followed that path for 23 years. However, as I reached this point in my career, I felt a strong desire to leverage the knowledge I had gained to create something of my own. I wanted to establish a practice where I could focus my time on serving clients

If you own your own business or if you’re thinking about starting your own business, and you’re like me, coming from the corporate world, you may not be aware of how many options are available to you to save for retirement. Since each plan has different advantages and disadvantages, depending on your situation, I wanted to do a shallow dive to explore retirement vehicles tailored to business owners to empower you to make informed choices to maximize your retirement savings.

Halloween is full of fun, scares, and a little bit of mystery. But what few people may realize is that the holiday that is now represented by candy, costumes, and the occasional mischief, has evolved drastically over time with multiple cultures adding a little bit to create the holiday that is now widely celebrated across the country. Below is a little history on one of the most favorite holidays to shed some light on its mysterious past.

Basketball fans are eager for October when the NBA season kicks off. It is a new beginning, a fresh chance for teams to showcase their unique talent and strategies for staying at the top of the leaderboard in a wholly unpredictable sport. One day you are winning, everything is going great, and the next, you are in a slump, wondering if you will ever get out of it.

Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's especially important for business owners to understand the digital risks they face. Are you doing all you can to mitigate the risk of a cyberattack? The importance of cybersecurity

One of the most common mistakes is neglecting to create a financial plan. Many lottery winners assume the money will last indefinitely, but the reality is stark: approximately 70% of lottery winners go bankrupt within a few years (according to the National Endowment for Financial Education). To prevent this, seek assistance from financial professionals who can help craft a comprehensive financial plan aligned with your goals and circumstances.

If you're like many, you may associate long-term care with nursing homes and end-of-life care. But far more people will need long-term care in a crisis—an injury or illness that requires long-term care or rehab before you can live independently again. And while it's important to make long-term plans for long-term care, crisis planning can be just as crucial when it comes to preserving your assets. Here we discuss three key differences between planning for long-term care and planning for a crisis.

In this digital age, where convenience often goes hand in hand with risk, safeguarding your financial health is more important than ever. Remember, your financial security is worth the effort. While we can't eliminate all risks, we can take proactive steps to minimize them and protect our financial well-being.

Are you a football fan? If so, you understand the significance of an audible call at the line of scrimmage and how sometimes you are also forced to call an audible in life. Modern football has evolved since the late 19th century when Walter Camp at Yale University first pushed the idea of a quarterback receiving the ball from someone at the line of scrimmage. Over the years, players and referees have had to adapt to changes in the rules and new technologies. Flexibility and being able to adapt quickly are crucial skills that can help you navigate many aspects of your life, including financially. When it comes to emergency preparedness and planning, we often think about small steps taken over a long period of time. For example:

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are important because over time, you can potentially accumulate more money with a tax-advantaged investment compared to a taxable investment. Ideally, though, you'll want to choose a savings vehicle that offers you the best combination of tax advantages, financial aid benefits, and flexibility, while meeting your overall investment needs.