Insights

Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

January 18, 2022

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. She earned a Bachelor’s degree in Communications from Defiance College and a Master’s in Counseling from the University of Texas. Sharon joins me today to discuss

Tax Saving Strategies While Approaching Retirement

October 27, 2021

Taxes are difficult to avoid, but there are many tax saving strategies that can help you minimize your lifetime tax bill. Do you know what tax savings you’ll use when you retire? So much of retirement planning is focused on accumulating the largest nest egg possible. However, the income that your nest egg will generate can evaporate quickly if your tax bills are higher than they need to be. As Judge Learned Hand once said,

The new Child Tax Credit. What is it all about?

July 16, 2021

The American Rescue Plan Act (ARPA) of 2021 expanded the Child Tax Credit and introduced some unique changes. You likely have heard about this lately in the news or from your accountant. This outline provides direct links to IRS information, a breakdown of and how it may affect you. Does the Child Tax Credit change give me more money? One key feature of the ARPA is the credit amounts have increased for the 2021 tax

What Is Life Insurance, and Do You Need It?

April 30, 2021

Life insurance is a sensitive topic. Nobody likes to sit down to discuss their mortality, but it is a conversation every responsible person should have. Life insurance can provide financial protection in the event a family member passes. There are many types of life insurance that could be considered for various stage of life, from birth to death. Who Needs Life Insurance? Life insurance can be a vital piece of a solid financial plan, particularly

The CARES Act for Business Owners (webinar)

April 9, 2020

Listen to gain answers and guidance on the CARES Act, Paycheck Protection Program, and Families First Coronavirus Response Act. Panelists: Seth Whicker, CFP®, MS, Principal and Senior Financial Advisor at SYM Financial Advisors Contact: swhicker@sym.com (260) 387-6822 Tom Ackmann, Principal and Senior Retirement Plan Advisor at SYM Financial Advisors Contact: tackmann@sym.com (260) 387-6822 Randy Brinneman, Senior Vice President at Ossian State Bank Contact: rbrinneman@ossianstatebank.com (260) 622-4141

The Benefits of 529 Savings Plans

April 9, 2020

Education costs continue to rise and the task of saving for college or trade school becomes more daunting each year. Fortunately, there is a village of supporters who want to help a child save for their education, including the ancillary expenses required to have a full and enriching educational experience. One of the most efficient and effective ways to accomplish this is by using 529 Savings Plans. 529 Savings Plans 529 Savings Plans are education

Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

Tax Saving Strategies While Approaching Retirement

The new Child Tax Credit. What is it all about?

What Is Life Insurance, and Do You Need It?

The CARES Act for Business Owners (webinar)

The Benefits of 529 Savings Plans

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