Big Thinking. Personal Focus.

Financial Boot Camp Series: College Savings 101

As young parents, my husband and I met with a financial planner who asked about college savings. We responded that they were on their own. Fast forward

Financial Planning is Key to Maintaining Long-Term Balance for Retirement Planning

Recent financial markets have certainly been a roller coaster ride for investors, with the S&P 500 falling 30% in 22 trading days in March, subsequently

ADDITIONAL COVID-19 DISASTER RELIEF FOR RETIREMENT PLANS

In response to the COVID-19 pandemic, the U.S. Department of Labor (DOL) has announced emergency relief from certain deadlines and enforcement actions

Manage Your Emotions During Volatile Times

The history of the stock market has always had a consistent message; volatility is a normal part of investing. Another consistent message is that the U.S.

Wealth Management Concerns When Selling Your Business

While there are a multitude of issues facing a business owner when they decide to sell their business, one of the most important areas that often gets

ESOPs as a Business Succession Planning Solution

Schneider Downs Retirement Solutions Business owners approaching retirement face a complex set of succession planning decisions, such as how to find a

Employee Benefit Deadlines Postponed Through July 15, 2020

By Shad Fagerland Senior Manager of Retirement Solutions Schneider Downs Retirement Solutions IRS Notice 2020-23 extends certain tax-related deadlines

Employee Benefit Deadlines Postponed Through July 15, 2020

By Shad Fagerland Senior Manager of Retirement Solutions Schneider Downs Retirement Solutions IRS Notice 2020-23 extends certain tax-related deadlines