Wealth Management Archives - Page 16 of 27 - Maner Costerisan
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Recent Posts

  • Making Smarter Capital Investment DecisionsAUGUST 18th, 2026
  • Maner Costerisan Charity Golf Outing Raises Funds for Family Outreach CenterAUGUST 18th, 2026
  • Why (And How) Your Nonprofit Should Cultivate Relationships with Major DonorsAUGUST 13th, 2026
  • How Can Barcodes Improve Asset Management?AUGUST 12th, 2026
  • Maner Costerisan Rises Six Spots in National Accounting Firm RankingsAUGUST 12th, 2026
  • Build a More Efficient Nonprofit Finance FunctionAUGUST 10th, 2026
  • Professional Valuations Provide Businesses with More Than a NumberAUGUST 7th, 2026
  • How What You Donate Impacts Your Tax DeductionsAUGUST 6th, 2026
  • Plan Sponsor Alert: Despite Growth, HSAs Largely Untapped for Retirement Savings

    Plan Sponsor Alert: Despite Growth, HSAs Largely Untapped for Retirement Savings

    June 23rd, 2023 | Tax | Wealth Management | Employee Benefit Plans
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    Healthcare is a major cost in retirement, yet many people don’t plan effectively for it. Fidelity’s annual Retiree Health Care Cost Estimate showed that in 2022, an average retired couple…

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  • Social Security’s Future: The Problem and the Proposals

    Social Security’s Future: The Problem and the Proposals

    May 18th, 2023 | Accounting | Tax | Wealth Management | Small & Midsize Businesses
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    Recent reports have raised anew concerns about the impending insolvency of the Social Security program, absent congressional action. Social Security reform has long been considered a “third rail” of American…

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  • 4 Tax Challenges You May Encounter if You’re Retiring Soon

    4 Tax Challenges You May Encounter if You’re Retiring Soon

    May 16th, 2023 | Wealth Management | Small & Midsize Businesses
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    Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four…

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  • The Ripple Effect of Failed Banks

    The Ripple Effect of Failed Banks

    March 17th, 2023 | Wealth Management | Small & Midsize Businesses
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    Several banks have come under scrutiny as depositors have lost trust in the safety of their deposits and, so far, three banks have failed: Silvergate Bank, Silicon Valley Bank, and…

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  • New Grant Program Available for Underfunded Local Government Pension Plans in Michigan

    New Grant Program Available for Underfunded Local Government Pension Plans in Michigan

    March 7th, 2023 | BY Rod Taylor | Consulting | Wealth Management | Government
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    A new grant program has been created to help underfunded pension systems of local governments required to report under the Protecting Local Government Retirement and Benefits Act (PA 202 of…

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