A recent study revealed that more than six in 10 U.S. households reported that they had employer-sponsored retirement plans – that is, they had assets in Defined Contribution (DC) plan accounts, were receiving or expecting to receive benefits from Defined Benefit (DB) plans, or both.*It’s no wonder there are strict laws governing retirement savings plans. […]
Your Responsibilities as a Retirement Plan Sponsor Read More »
Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families Key Private Bank’s Advisor Poll found that having no plan in place is the leading estate planning mistake Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll,
Some reminders and tips on how to help protect yourself from identity theft this tax season from Conway Center Service Provider Gryphon Financial Partners. Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They
The Ohio Bankers League (OBL) recently hosted bankers from across Ohio to convene on topics that affect our industry. The tireless efforts of the OBL are incredible and we couldn’t move forward as an industry without its support. The experts at the OBL build an engaging agenda that addressed the regulatory requirements affecting our industry,
Employee Retention Strategies Read More »
Sales Connection Breakfast Series -March 1, 2019 Mike Schoedinger, President of Schoedinger Funeral & Cremation Service, will discuss the sales process in an industry that nobody wants to think about but everybody eventually needs. Being the leading deathcare provider in Columbus and the Central Ohio region requires them to offer more than just the “standard”
Member News & Events – February 2019 Read More »
As a business owner, you’ve devoted your career to building your company. Now is the time to plan for what comes next: spending more time with your family and pursuing new challenges. But, how do you prepare for a transition that is among the most complex events of your life? Creating and growing a successful
How to Prepare to Exit Your Business Read More »
Joel Guth, of Service Provider member Gryphon Financial Partners, shares some insight and advice for business owners nearing retirement. Here’s an excerpt: “A business exit is a significant transition period that gives owners an opportunity to reflect on their own purpose. The exit itself is a time to celebrate successes while also strategically planning out
Finding Purpose after Business Exit Read More »
Taxes can shrink your realized returns from your investment portfolio, and yet, most investors don’t have a strategy in place for tax-efficient investing. Comprehensive tax reform passed late last year means many taxpayers are now in a lower tax bracket and will see higher take-home pay. Still, because of the tax law’s cap on state
Want to Keep More of Your Investment Returns? Consider These Moves Read More »
Join us on November 14 to celebrate these outstanding family businesses! Community Engagement Happy Chicken Farms Family Business of the Year Kimball Midwest Lifetime Achievement Dr. John Swartz, Lakeshore Cryotronics Milestone Awards 1 millionth ticket – Easy IT 15 years – Environmental Pest Management 25 years in Central Ohio – Hylant 25 years – Integrated
And the winner is…. Read More »
Morgan Stanley’s Investor Pulse poll highlights that while most investors hold an optimistic outlook-worries about their financial futures remain. Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis From record-breaking stock market returns to falling unemployment, the U.S. has
Study Links Good Financial Habits to Achieving Happiness Read More »
