Blog

Estate Planning in the Digital Age

We often ask; what would happen to everything you own if you were to pass away tomorrow? Does any of your family members or loved ones know where to access your important documents or passwords? Would they know what to do with the information once they got a hold of it? As part of the financial planning process, we review all our new client's estate plans and help get them organized, this includes creating a Legacy binder. What is a Legacy Binder you ask?
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Lisa Lachman joins Western Reserve Capital Management

We are pleased to announce Lisa Lachman has joined Western Reserve Capital Management as a Client Service Associate.
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What is a Required Minimum Distribution?

What is a Required Minimum Distribution?    A required minimum distribution (RMD) Is the amount of money that must be taken out of a traditional individual retirement account (IRA) or 401(k) once account holders reach a certain age. RMDs were put into place to prevent people from using retirement accounts to avoid paying taxes. You must take your first RMD by April 1 of the year following the year in which you turn 72 (70 1/2 before 2020).
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From Certified Personal Trainer to Certified Financial Planner®

I often joke with Jim when I become interested in something, I go down the proverbial “rabbit hole” and go very deep on a specific subject and try to learn as much as I possibly can. As I look back at my career thus far this holds true. When I became interested in fitness and nutrition, I became a Certified Personal Trainer and when I became interested in personal finance, I became a Certified Financial Planner®. 
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Welcoming Gage Paul Aboard

We're excited to share with you some great news about the firm.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck