Wealth Planning

A family of four stands on a grassy hilltop, with two adults carrying two children on their shoulders. They face a clear blue sky where clouds form the shapes of the world map, illustrating the continents and reflecting on global events like economic pain in Russia.

The Heightened Economic Pain in Russia

June 13, 2022

Are you worried about what the Russian-Ukrainian war means for your portfolio? Do you feel waves of frustration as the US inflation numbers have markedly increased, and everything from groceries to gas prices is digging deeper into your wallet? This might help you feel a bit better. After facing over 2,778 internal sanctions and experiencing tens of thousands of casualties, Russia will likely repent its invasion decision for years to come. Several international parties (ranging

A woman is sitting on the gym floor, holding a laughing child who is lying on her lap with arms raised, on a blue mat with red lines in the background. Both are wearing athletic clothing and appear to be having fun together, capturing a happy moment that underscores the importance of special needs planning.

Balancing Special Needs Planning with Your Retirement

June 6, 2022

Parents with a special needs child have many of the same wishes as all other parents. They want to make memories, do the best for their family, and prepare their child for the future. They also hope to retire one day with a measure of financial peace of mind. When there’s a will, there’s a way — and that is true of financial planning for families with special needs. It is true that unique circumstances

A man in a suit smiles at the camera, with text overlay stating "The Owner's Corner EP5 Randy Strebig" on a blue geometric background, highlighting his journey in building a successful construction company.

Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)

May 23, 2022

In memoriam of Randy Strebig. We are forever grateful for the time and insight he shared with us. Randy Strebig is the Founder and Owner of Strebig Construction, a construction firm in Fort Wayne, Indiana. When Randy founded the company in 1980, he focused the firm’s efforts on residential modeling, roofing, and concrete flatwork. Over the last 40 years, Strebig Construction has been expanding and evolving into a dominant force in commercial, industrial, and

A man is smiling and holding a cardboard box labeled "Donations" while working in a warehouse. Numerous more boxes are stacked in the background. Another person in the foreground is partially visible, also handling boxes for this nonprofit organization, showcasing their investment in community support.

Charitable Giving Strategies Beyond Cash

May 12, 2022

How will you support your favorite charity this year? A donation by cash or check is always appreciated, and many people do that every year. According to a survey from LendingTree, more than half of Americans (56 percent) donated an average of $574 [1]. Giving money is great; however, sometimes families look for other options to help the organizations they wish to support. There are several charitable giving strategies that don’t involve money. In this

An elderly couple sits closely on a teal sofa, smiling and looking at a tablet together. The woman, wearing glasses and a striped sweater, leans towards the man, who is wearing a dark vest over a shirt. Both appear happy and engaged, perhaps perusing the services options of their trusted advisory firm.

5 Ways to Pay for Long-Term Care

May 10, 2022

Imagine that someone you know was diagnosed with a lifelong disease. Or perhaps they ended up at a hospital and in need of lengthy care and recovery. Your first thought would probably be, “I hope they will be OK!” Unfortunately, for many families, the very next thought is, “How will we pay for this?” That may sound unlikely to you now, especially if you are healthy. But the reality is that seven out of ten

Cover art for the “Executive Decisions” podcast, featuring episode 5 with Fred Helfrich. It has an abstract design of white arrows on a green background and text that reads: "Executive Decisions: A Podcast for Business Leaders, EP5 Fred Helfrich on enjoying retirement.

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

May 9, 2022

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathematics from Hanover College and earned his CFP in 1986 from the College for Financial Planning. Since retiring in 2021, Fred has

The Heightened Economic Pain in Russia

Balancing Special Needs Planning with Your Retirement

Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)

Charitable Giving Strategies Beyond Cash

5 Ways to Pay for Long-Term Care

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

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