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        2,354 results found

        1. Don't Get Taxed by Surprise: Year-Round Tax Planning Tips
          By Brad Wright, CFP ‘Tis the season…for taxes. Actually, you should be thinking about taxes year-round. Yes, good times indeed, but when it comes to
        2. 3 Reasons to Go With a Roth IRA
          One of the biggest decisions you must make when saving for retirement is whether to go with a traditional or Roth IRA. You're not locked into one -- you can start with one and transition to the other over time, or contribute some money to both types of accounts. But most people favor one over the other. Traditional IRA
        3. 2022 Transfer Tax Update
          Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021.
        4. Celebrating Hispanic Heritage Month: How Hispanic, Latino Clients Achieve Financial Thier Financial Goals
          Celebrating Hispanic Heritage Month: Old National Bankers Are Contributing to a More Inclusive Future for Their Hispanic, Latino Clients
        5. Three Ways Small Businesses Should Prepare For A Second COVID Shutdown
          With the COVID Delta variant on the rise and the CDC recommending mask-wearing again, small and medium-sized businesses (SMBs) should be preparing for a possible second wave of coronavirus and possible lockdowns. This week, the Centers for Disease Control (CDC) updated its guidance for fully vaccinated individuals. Cen
        6. Fixed Income Fund Flows Dominant Over Equities Amid Recession Threat
          Courtesy of ZeroHedge View original post here. Fund flows into taxable bond funds and ETFs continue to trump equity funds and ETFs into the late year, reported Lipper Alpha Insight. Investors are preparing for a further deceleration in the US economy by plowing more than $262.1 billion into taxable bond funds (includin
        7. You Can Contribute More to an HSA in 2021. Here's Why You Should.
          Health savings accounts (HSAs) are one of the most valuable tax-advantaged investments, but they're often overlooked. HSAs aren't open to everyone; you need a qualifying high-deductible health plan to be eligible. But if you qualify, there's some good news: The amount you can invest in your account is going up next yea
        8. Could Downsizing Your Home Be Your Ticket to a Secure Retirement?
          It's natural to worry about money in retirement. Even if you're coming in with a decent nest egg, you never know what expenses your senior years might
        9. Time to Spring-Clean Your Finances: A Financial Professional's Four Steps to Tidy Them Up
          As we approach the midway point of the year, now’s a great time to reflect on your finances and ensure you’re making the most of your workplace benefits.
        10. Sustainable Manufacturing: A Key Driver for Environmental Responsibility
          In today's fast-paced and interconnected world, the need for environmental responsibility has reached critical proportions. Climate change, resource