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Wealth Management

Articles 81 - 90 of 90

| 12.10.2018

Nancy Skeans offers thoughtful financial counsel to the rising number of couples choosing cohabitation without marriage.

As more couples choose to live together, they need to “have the finance talk first” as Nancy reminds us in the Forbes Magazine article “The

| 12.1.2018

Participant Newsletter - December 2018

You have big dreams for your children. Maybe they will grow to be an astronaut or a doctor—their potential has no limit. Have you considered how

| 12.1.2018

Wealth Management Newsletter - December 2018

As we all celebrate the holidays at this time of year, it often involves gifts. When we struggle to find that one perfect gift for someone, it's always

The Changing Landscape of Qualified Retirement Plans

Plan Sponsors continue to be faced with the pressure of overseeing a “successful” retirement plan for participants and beneficiaries. How “successful”

| 9.30.2018

3Q18 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, LP

| 9.28.2018

David Brinkman recommends education to prepare for uncertain market times.

Using the Great Recession as a template, David counsels us to learn how a portfolio may perform in the planadviser article “Helping Participants

Administrative Expenses for Trusts and Estates Will Remain Deductible

The Internal Revenue Service (the “IRS”) has announced in Notice 2018-61 (the “Notice”) that it plans to issue regulations clarifying

Aretha Franklin Left no Will - What Happens Next?

On August 16, 2018, a saddened world mourned the passing of legendary vocalist and songwriter Aretha Franklin. Known affectionately to her fans as the

| 9.1.2018

Plan Sponsor Newsletter - Fall 2018

Welcome to your Retirement Solutions e-newsletter. 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.

| 9.1.2018

Participant Newsletter - September 2018

If debt is a leading contributor to your overall stress, you are not alone. The national mean for household credit card debt is $16,000. The average total household debt, including mortgages, is $132,500. That volume of debt can be a real burden on your wallet, relationships and ability to achieve other important goals like saving for retirement.

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