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Wealth Management

Articles 61 - 70 of 90

The Stages of Wealth

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Although everyone’s situation is different,

The IRS turns its focus to cryptocurrency

On July 26, the Wall Street Journal reported that the Internal Revenue Service has mailed letters to over 10,000 cryptocurrency holders warning that those

| 8.1.2019

Participant Newsletter - August 2019

All approach retirement, some sooner than others. To enjoy your retirement years and not be a burden on family members, it is essential that you save sufficient assets to carry you through your retirement. No one knows precisely the amount of assets you will need for a comfortable retirement, but the more you save now, the more comfortable you are likely to be at retirement.

| 7.29.2019

James Moyer is featured in What Happens Now highlighting financial planning for College Grads.

College grads have some hard decisions to make about their financial future. James gives some sound advice in Financial Planning FYIs for College Grads

I Want Mine, but When? Social Security Claiming

Just when should you start claiming Social Security? The easy answer is to postpone claiming as long as possible. If you delay until after your full retirement

| 7.1.2019

Plan Sponsor Newsletter - Summer 2019

This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.

| 6.30.2019

2Q19 Market Commentary

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

| 6.1.2019

Wealth Management Newsletter - June 2019

If you're like us, you waited all winter for the warm, sunny days of summer, only to be greeted by what seems like an endless string of gray and rainy days.

I Want Mine - Social Security Simplified

I have this love/hate relationship with social media. In late April, when The 2019 Social Security and Medicare Trustees Reports were published, the key

| 4.30.2019

Plan Sponsor Newsletter - Spring 2019

This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.

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