Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.
In recognition of National Estate Planning Awareness Month, Hurlow Wealth Management Group hosted a virtual conversation with estate planning attorney Lance Like.
In this session, Lance explained how trusts work and how they fit within the broader picture of estate planning, from what happens to your assets when you pass away to the documents and designations that direct where everything goes. Whether you've already established a trust or are considering whether one belongs in your plan, you'll have a clearer understanding of how these pieces work together and the questions worth raising with your own advisors.
Watch this recording to learn how to maximize your Social Security retirement income. Michael Carson covered key strategies including choosing your optimal claiming age, maximizing spousal benefits, and knowing how your income affects when and how you file.
New Shoe Day is Indiana’s Shoe Bank. Watch this recording to learn how they are going beyond providing footwear to restore dignity, support physical and mental wellness, and create pathways for individuals to thrive.
In this period of unprecedented market volatility triggered by sweeping tariff implementations and escalating trade tensions, stock market participants may be feeling particularly anxious. This webcast was recorded on Thursday, April 10, 2025, at noon.
