Life circumstances that threaten business, personal wealth can be scary and unexpected.
October is designated as National Financial Planning Month. This observation takes direct aim at some pretty scary statistics. In a 2023...
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- Aug 15
- 5 min
An introduction or “refresh” to the Employee Benefits Plan audit process
Every year as temperatures cool down, the need to complete Employee Benefit Plan (EBP) audits heats up. Since the drop-deadline (of...
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- Jul 20
- 4 min
Overcome “delegation dread”!
8-plus things you can do when you leave the taxes (and other vital support) to us. It is never too early in the year to set yourself up...
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- Jun 21
- 6 min
Give your savings strategy a mid-year jolt: Have you checked your credit score lately???
Credit: the provision of money, goods or services with the expectation of future payment As the mid-year is upon us, don’t let your savvy...
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- Jun 21
- 6 min
A savings guide for the financially-fit home buyer and the happy “seasoned” homeowner alike
If July is a celebration of our national “home,” then June is a celebration of our respective “castles.” For more than 20 years REALTOR®...
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- May 16
- 5 min
Getting down to the business of maximizing your employee benefits … for a sunny retirement outlook
As spring winds down and summer fast approaches, there have been a slew of business- and employee-centric awareness observances – from...
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- Apr 20
- 5 min
Tax season’s over, now what?
Refund watching, extension considerations and long-term tips for a better 2024! As another major tax deadline has passed, and the April...
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- Mar 22
- 5 min
No April Fool’s here! Getting serious about quarterly planning, reviewing what went right (& wrong)
While it has the ring of an April Fool’s Day joke, the first quarter is now officially behind us. Where does the time go?! Now, we would...
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- Mar 22
- 5 min
Spring forward from this tax season with “best practices” for a sunny, year-round financial outlook
Another tax season is almost in the rearview mirror. As we are all “springing forward,” O’Donnell, Ficenec, Wills & Ferdig is also...
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- Feb 15
- 5 min
The more things change … Waving “goodbye” to COVID-19 relief breaks; ushering in inflation-related
In with the new, out with the old. On the tax front, this means COVID-19 relief measures that formerly helped to lift some of the burden...
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- Feb 15
- 6 min
4-plus ways to secure new business, elevate your firm to new heights of success
Recently, we put a spotlight on the Women-Owned Small Business Certification program (WOSB). For nearly three-quarters of a century, it...
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- Jan 27
- 5 min
Grow your business in 2023: Opportunities presented by the Women-Owned Small Business certification
It has been our great pleasure at O’Donnell, Ficenec, Wills & Ferdig to partner with entrepreneurs from all walks of life, and we salute...
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- Jan 20
- 5 min
After ringing in the new year, the clock starts ticking on tax prep to ready for the April deadline
We don’t mean to put a damper on the new year. However, April will be here before we all know it. We urge you to see the opportunities...
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- Dec 26, 2022
- 5 min
Considering myriad factors when assessing cross-border climates, competitiveness for business.
Business climate. Yes, the term means a lot of different things. Generally, a sunny climate indicates a certain level of hospitality and...
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- Dec 26, 2022
- 5 min
Putting a spotlight on other IRA options to step up your savings game
Approaching 50 years of existence, Individual Retirement Accounts or Arrangements (IRAs) were born from the Employee Retirement Income...
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- Nov 15, 2022
- 5 min
Harnessing a runaway train:The Inflation Reduction Act, rising interest rates, and what it all mean
Inflation. It’s the new “COVID-19.” “Unprecedented.” “Great Recession.” One cannot escape the word and, moreover, what it means to our...
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- Nov 15, 2022
- 5 min
Bullet-proof your savings against the onslaught of inflation in retirement, as you approach retiree
The most recent Consumer Price Index figures were mildly encouraging. The CPI presents a way to track and measure increases in the cost...
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- Oct 13, 2022
- 5 min
Don’t let upcoming quarterly tax deadlines haunt you; avoid ghoulish fees, keep your financial goals
We at O’Donnell, Ficenec, Wills & Ferdig recently shared with you the many opportunities that are presented with the change of quarters....
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- Oct 3, 2022
- 5 min
We shine with quarter-to-quarter planning … suited to your needs, poised for success!
Like the change of seasons, the transition from one quarter to the next presents opportunities for renewal, to assess the recent past and...
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- Sep 14, 2022
- 5 min
Make the grade when it comes to college planning
School doesn’t have to be in the recent past, nor do readers need to have school-aged children to be exposed to constant reminders of all...
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