Health Insurance While Traveling

If your health insurance won’t cover your family while traveling, consider purchasing a short-term supplemental health insurance policy.
Understanding Defined Benefit Plans

How much you receive generally depends on factors such as your salary, age, and years of service with the company.
Post-Deadline Tax Tips
The tax filing deadline has come and gone. If you didn’t file a tax return or an extension but should have, you need to take action now.
All About IRAs

An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits.
Fundamental Concepts For Investors

Higher-risk investments (such as stocks) will generally offer the potential for higher returns in exchange for taking greater risk.
Keeping Your Business In The Family

Insight, planning, and open discussion can contribute to the successful transfer and continuation of the family business.
Income Tax Planning And 529 Plans

There are two types of 529 plans — savings plans and prepaid tuition plans. The federal income tax treatment of these plans is identical.
Properly Insuring Your Business

With the right insurance policy, no disaster can put you out of business. Everything from your building to your water cooler can be covered.
“Ask The Experts” iHeartRadio Show: “Senior Financial Exploitation”
Listen to this week’s “Ask The Experts” episode, “Senior Financial Exploitation”, with Josh W. Strittmatter CFP®, CRC®, president and CEO of Strittmatter Wealth Management Group, and get the answers to your most pressing financial planning questions. Listen Here To listen to next week’s episode live, dial in to 1190AM at 10:00 am for more answers […]
“Ask The Experts” iHeartRadio Show: “Long-Term Care”
Listen to this week’s “Ask The Experts” episode, “Long-Term Care”, with Josh W. Strittmatter CFP®, CRC®, president and CEO of Strittmatter Wealth Management Group, and get the answers to your most pressing financial planning questions. Listen Here To listen to next week’s episode live, dial in to 1190AM at 10:00 am for more answers to […]