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Emerging Financially Healthy After a Gray Divorce
Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
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Operations: A CEO-Level Priority In 2022
Companies operating within the persistent and ever-evolving constraints over the last two years have had to fast adapt new levels of productivity and
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Should I Make A S-Corporation Election?
S-Corp ElectionRido81The first tax deadline for S-Corporations and Partnerships is next week, and I’m fielding a lot of questions around the S-Corporation election. Many small business owners think or have been told that the S-Corp election is the way to reduce taxes for your business, because it gives you the ability
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5 Reasons You Need a Financial Plan
A documented, living and accessible plan makes it more likely you’ll pursue the financial future you want.
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Interview: A collaborative approach to serving clients
Old National Private Banker Cassie Bogaards and Old National Investments Advisor Jimi Kim recently chatted with Ryan and Jillian from Fox 59 Indy Now about Private Wealth Management and their collaborative approach to serving clients.
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Supercharge Your Retirement Savings With A Backdoor Roth IRA
One of the best places to park your retirement savings is Roth IRA. Your contributions grow tax-free to save you money every tax season. The only problem is that high-income earners may not qualify for Roth IRA. I’m going to let you in on an open secret called the “backdoor Roth IRA.” Despite the semi-illicit name, a b
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Want To Leave Your Kids An Inheritance? They May Only Have 10 Years To Take It.
The Secure Act, which was signed into law in December 2019, brings about several major changes to the retirement system. One such shift marks the end of so-called “stretch IRAs” for non-spouse beneficiaries who inherit a retirement account after 2019. Although there are a couple of exceptions, starting in 2020, most ad
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5 money conversations you should have before you get married
Money may not be the most romantic topic on the pre-wedding agenda, but it's probably the most important. According to a study of over 4,500 married
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How a 'Near Zero' Interest Rate Affects Your Money
The Federal Reserve announced on Sunday that it would cut interest rates to near zero, with the benchmark for consumer interest rates to drop to between 0% and 0.25%.
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3 small ways to start saving more money now that will add up over time
If you overspent during the holidays, here are three ways that can help you build your savings back up over time.