By Matthew Akers - Financial Advisor, Crane Investment and Trust Services As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you're allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you're required to include certain employees in ...
Category: MoneySmart 4 Life
April 25, 2017Michael Hostetler
By Matthew Akers - Financial Advisor, Crane Investment and Trust Services Maybe you've decided that graduate school is the path to advancement in your current job or your ticket to a better career. Or maybe you just want to take a few classes to upgrade your skills. Either way, returning to ...
April 20, 2017Michael Hostetler
By Matthew Akers - Financial Advisor, Crane Investment and Trust Services When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. A few words ...
April 18, 2017Michael Hostetler
By Matthew Akers - Financial Advisor, Crane Investment and Trust Services Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility--many types of trusts exist, ...
April 13, 2017Michael Hostetler
By Matthew Akers - Financial Advisor, Crane Investment and Trust Services You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, ...
April 11, 2017Michael Hostetler
By Matthew Akers - Financial Advisor, Crane Investment and Trust Services When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover ...
April 6, 2017Michael Hostetler
By Matthew Akers - Financial Advisor, Crane Investment and Trust Services You've decided to enroll in a 529 plan to fund your child's college education, but how do you go about doing it? Opening an account is actually quite simple as long as you understand the process. Here is an overview ...
April 4, 2017Michael Hostetler
Please join Matthew Akers, Financial Advisor with Crane Investment and Trust Services located at Crane Credit Union, for a retirement planning series designed to get you in shape for retirement. Seminars will begin at 4:30 pm at the West Gate Academy Conferencing and Training Center located one mile off I-69 just ...
April 3, 2017Michael Hostetler
Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step--getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated, too time consuming, and only for the rich....
March 30, 2017Michael Hostetler
You don't want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. 1. Postpone your income to minimize your current income ...
March 28, 2017Michael Hostetler