Thursday, October 15, 2020
On October 6th, Charles Schwab finalized the acquisition of TD Ameritrade. Both companies have started to send out communications, so we wanted to provide you with a quick update ourselves. The acquisition combines the assets, tools,...
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Tuesday, September 1, 2020
With proper planning, you can save time, money, and heartache for everyone involved. Spend some time this month getting your financial house in order. You will feel better and your family will thank you for it.
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Saturday, August 1, 2020
These risks are universal, but how they affect you and your family is very personal. At Swisher Financial Concepts our team focuses on people, not just numbers.
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Friday, March 6, 2020
We hope you and your families remain healthy and safe. We are still open; however, we are working in a “spread defense” fashion, with a couple of us working daily in the Westerville office, a couple of us working remotely...
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Saturday, February 1, 2020
The Setting Every Community Up for Retirement Enhancement, or SECURE Act, was passed at the end of last year, meaning most provisions are effective January 1, 2020. The purpose of the act is to help Americans better prepare for...
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Monday, November 25, 2019
Due to current tax rates, it may be beneficial for you to make Roth contributions to your retirement accounts or make Roth conversions before the end of the year. Please consult your tax preparer.
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Friday, November 1, 2019
We often hear from clients and potential clients that they attended a “Financial Seminar” or have been invited to one recently. This month’s blog is dedicated to what I’ll call my “Anti-Seminar, Seminar.”
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Tuesday, October 1, 2019
We have witnessed far too many cases of elder abuse in the form of financial abuse. While it seems that family members and loved ones have become quite vigilant when it comes to elder abuse within the healthcare facilities, long term...
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Thursday, November 1, 2018
How does the new tax bill affect me? The Tax Cuts and Jobs Act brought the most significant changes to the U.S. tax code in over 30 years. It lowered income tax rates, increased the standard deduction, eliminated personal exemptions,...
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Monday, October 1, 2018
It’s no secret that the cost of a good education has become quite expensive. This has happened on both ends of the equation: On the expense side, the actual cost of tuition, room and board has increased dramatically in recent...
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Thursday, August 30, 2018
September 1, 2018 Dan Wolford, CFP® As I began to contemplate the content of this first blog, my attention quickly turned to the gratitude we feel on a daily basis at Swisher Financial Concepts. Gratitude for our valued clients,...
Read MoreSome individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important—perhaps, more important. The history of...
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