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James Moyer discusses the importance of financial guidance for wealthy children.

James Moyer discusses the importance of financial guidance for wealthy children in the Pittsburgh Post-Gazette’s article titled “From helicopters

Managing Your Buckets

Happy New Year, and welcome to 2020. If we think back just twelve months, we were starting 2019 after a significant market downturn that started in the

Will there be a Santa Claus rally? Jason Staley tells all.

Jason Staley gives insight into the stock market year, and if Santa Claus will bring a little something extra in the month of December.

2020 Retirement Plan Limitations

On November 6, 2019, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2020 (IRS Notice 2019-59).

IRS Releases Proposed Regulations on Changes to the Limits on Contributions to ABLE Accounts

The IRS released proposed regulations regarding changes to limits on contributions to Achieving a Better Life Experience (ABLE) accounts. The new proposed

Auto Dealers, Automatic Enrollment, and Automatic Escalation

As someone who has worked closely with automotive dealerships for over twenty years, I have witnessed first-hand that successful dealerships are extremely

| 10.18.2019

A married couple should do this to get the most from Social Security

Victoria Rogers gives strategies available for couples looking to maximize Social Security income in A married couple should do this to get the most from

| 10.18.2019

3Q19 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, L.P.

Easing Financial Fright with Sweet Advice

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,

The Stages of Wealth - Wealth Accumulation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted

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