by Joe Lind | Feb 27, 2025 | Financial Preparedness
It is that time of year…AGAIN! Tax filings are due and most people wait far too long to get ready. Here is a quick check list of things to start thinking about now. You and your accountant will be happy you started early! Gather inventory of all your tax-related...
by Joe Lind | Feb 25, 2025 | Financial Preparedness
Fraudulent activity rises dramatically during tax season. And with the continued increase of electronic filing, it’s important to watch out for one type of fraud, in particular: tax identity theft. Tax identity theft is a scam in which bad actors steal the...
by Joe Lind | Feb 20, 2025 | Retirement
Life gets busy, and let’s face it—old 401(k)s can easily slip through the cracks. Maybe you changed jobs, moved on to bigger opportunities, or just got caught up in the hustle. If this sounds familiar, you’re not alone. Millions of people leave behind retirement...
by Joe Lind | Feb 18, 2025 | Investing
Rolling over a traditional IRA into a Roth IRA isn’t just a financial move—it’s a long-term strategy with powerful tax benefits. While these rollovers were all the rage a few years back, they’ve fallen off the radar for many. But for the right individual, they can...
by Joe Lind | Feb 12, 2025 | Retirement
The ball has dropped, the confetti’s been swept away, and for many, the New Year brings a shift in focus—from indulgence to self-improvement. After weeks of rich food, celebratory drinks, and the occasional dessert (or three), it’s no surprise that health goals take...
by Joe Lind | Feb 11, 2025 | Financial Preparedness
On Super Bowl Sunday, it’s easy to get caught up in the excitement of the game—the flashy commercials, the halftime show, and of course, the nail-biting moments on the field. But if you take a step back, it’s clear that getting to the Super Bowl isn’t just about...
by Joe Lind | Feb 6, 2025 | Investing
Black History Month is a powerful reminder of the resilience, innovation, and community strength that have shaped our world. As investment advisors, it’s a chance to reflect on how we can help create a more equitable future. Financial empowerment plays a huge role in...
by Joe Lind | Feb 4, 2025 | Investing
We’ve all seen *Groundhog Day*—Bill Murray stuck in a time loop, repeating the same day over and over. It’s funny in the movie, but when it comes to your portfolio, not so much. Here’s the thing: too many people make the same mistakes in their...
by Joe Lind | Jan 29, 2025 | Uncategorized
In Cincinnati, the phrase “pitchers and catchers reporting” is more than a sign of spring—it’s the start of something magical. For Reds fans, it marks the first step toward Opening Day, a beloved holiday that celebrates fresh beginnings and endless...
by Joe Lind | Jan 28, 2025 | Retirement
Hey, quick reminder: even though we’re already cruising through 2025, you can still contribute to your 2024 Traditional IRA until Tax Day! Yep, it’s like hitting rewind on last year’s savings game. A lot of people miss this opportunity simply because they don’t know...
