David Yormick is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Bison Wealth Management, LLC in Lyndhurst, OH and the surrounding communities.
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
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I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
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The great entrepreneurial idea is there, along with the drive to turn that idea into a viable business. Finances are the X factor. The ultimate...
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Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...
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Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...
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According to an August survey from America’s Health In...
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It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...
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Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their affairs if...
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Making good financial decisions sits at the base of financial success. Really all financial advice revolves around that one goal — helping you...
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Judging by how little estate planning Americans do, they apparently don't mind making life difficult for themselves and their loved ones.That...
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