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Wealth Management

Articles 1 - 10 of 106
Wealth Management
Shawn Fodge | 6.16.2021

Education About Student Loans

Learn more about the expanding liability of Student Loans and the options available including, interest rates and terms.
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Wealth Management
David Brinkman | 4.29.2021

Financial Boot Camp Series: To Refi or Not to Refi, That Has Been the Question

Learn more about the Home Refinancing Process and what key factors play into if it is a lucrative idea in today's market.
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Benefits, ERISA, Wealth Management
Alexander Papson | 4.19.2021

SDWMA Named as one of the Nation's Top DC Advisor Teams in 2020 by NAPA

Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the Nation’s Top DC Advisor Teams in 2020 by the National Association of Plan Advisors (NAPA).
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Wealth Management
Shawn Fodge | 3.17.2021

Financial Boot Camp Series: Why You Need to Ensure That Your Property is Properly Insured

Learn more about the basics of property and casualty insurance and why it's important to make sure you are properly insured.
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CARES Act, Coronavirus, Wealth Management
Scott Rain | 3.9.2021

Coronavirus Related Distributions – What Now?

Learn more about the COVID-19 related distributions implemented under the CARES Act. - Wealth Management Services.
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Wealth Management
James Moyer, Jason Staley | 3.2.2021

Bitcoin, Bitcoin, Read All About It

Learn more about bitcoin, what it is and why everyone is excited about it.
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Wealth Management
Tyler Brose | 2.25.2021

DOL Announces Final Proxy Voting Rule

Learn about the Department of Labor's final regulations on fiduciary duties relating to proxy voting.
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Wealth Management
Matt Biggs | 2.17.2021

Financial Boot Camp Series: Is Life Insurance A Savings Vehicle?

In our January article, we covered life insurance basics. This month, we probe further into permanent life insurance policies and the commonly asked question,
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Exit and Succession Planning, Wealth Management
Alissa Garcia | 2.4.2021

The Importance of a Personal Financial Plan During Exit Planning

Better understand successfully ensuring a bright financial future during Exit Planning while considering your personal financial plan.
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Wealth Management
James Moyer | 1.28.2021

Many Flavors of Life Insurance: Which is Right for You?

Better understand deciding between the many life insurance options and answer the question of "How much insurance do I need?"
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