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Retirement planning goes beyond ensuring financial stability. It encompasses non-financial aspects essential for achieving a fulfilling and meaningful retirement. To address this need for more comprehensive retirement planning, Buckingham Advisors is on June 6, 2024 hosting a retirement readiness session titled, “A Meaningful Retirement: Beyond Finances.” Established in 1987, Buckingham Advisors is an independent financial advisory firm that provides investment management, financial planning, tax, and business services from the company’s four office locations across Ohio. Originally published on Business Wire on May 21, 2024. Read full article here. Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently added multiple new asset managers and strategists to their platform, including BlackRock, Dimensional Fund Advisors, Potomac Fund Management, and Invesco Advisers, Inc. In addition to BlackRock, Dimensional, Potomac, and Invesco, AIM has also added Washington Crossing Advisors, Brentview Investment Management, Morgan Dempsey Capital Management, and Clark Capital Management to the platform since the beginning of 2024. With these new strategists, AIM currently has over 280 strategies available to financial advisors in their Nucleus Model Marketplace, from 46 asset managers – including Advyzon Investment Management. Originally published on Business Wire on May 21, 2024. Read full article here. Myriad Advisor Solutions (Myriad), a long-established, full- service business advisory and solutions firm for entrepreneurial financial advisors, is celebrating its 15th anniversary. Marked by the debut of two new powerhouse initiatives, a new office building, significant staff expansion, a successful podcast and a speaking engagement at NASDAQ for Danielle White, (White) Myriad’s CEO, the company is now in the process of inviting select business partners and clients to join them for a commemorative celebration in Waukee, a city near Des Moines, Iowa, in June. Originally published on Citybiz on May 14, 2024. Read full article here. New business owners who put off thinking about taxes may end up with an unpleasant surprise: penalties, interest, draining personal savings or emergency funds, needless headaches and distractions could ensue. As a small business owner and fiduciary financial advisor, Mindy McCubbin, CFP, ChFC, founder and CEO of Truman Wealth Advisors, understands the risks of embarking on and pursuing an independent entrepreneurial venture. McCubbin explains that having a proactive tax strategy, a clear picture of your financial situation, and a good financial mindset and habits can prevent the dreaded tax season panic. Originally published on Truman Wealth Advisors' blog May 2024, read The Big Tax Mistake New Business Owners Make. |
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