top of page
Search


Nov 20, 20234 min read
Recalibrate for retirement success … Portfolio review pointers
As your partners in financial accountability and health, the team at O’Donnell, Ficenec, Wills & Ferdig encourage you to ramp up your...
42 views0 comments


Oct 18, 20235 min read
Open Enrollment: Your sound, all-encompassing insurance coverage check-up awaits
It’s the time of year when the leaves are colorful, the costumes are loud and the holidays stare us down like a frightful beast. It’s...
20 views0 comments


Sep 21, 20235 min read
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...
26 views0 comments


Aug 15, 20235 min read
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...
31 views0 comments


Jul 19, 20234 min read
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...
46 views0 comments


Jun 21, 20236 min read
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...
21 views0 comments


Jun 21, 20236 min read
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®...
20 views0 comments


May 16, 20235 min read
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...
28 views0 comments


Apr 20, 20235 min read
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...
29 views0 comments


Mar 22, 20235 min read
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...
22 views0 comments


Mar 22, 20235 min read
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...
17 views0 comments


Feb 15, 20235 min read
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...
18 views0 comments


Feb 15, 20236 min read
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...
20 views0 comments


Jan 27, 20235 min read
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...
3 views0 comments


Jan 20, 20235 min read
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...
3 views0 comments


Dec 26, 20225 min read
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...
22 views0 comments


Dec 26, 20225 min read
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...
42 views0 comments


Nov 15, 20225 min read
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...
26 views0 comments


Nov 15, 20225 min read
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...
12 views0 comments


Oct 13, 20225 min read
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....
12 views0 comments
bottom of page