Stories: Fundholder Stories

Did you know that August is National Make-A-Will Month? Even if your estate planning documents are already in place, this is still a great time to review your will, trust, and beneficiary designations to ensure that they still capture your financial and...

To say that the total dollar amount in Americans' retirement accounts is massive would be an understatement. Accounting for 30% of all household financial assets, at the end of 2022 total retirement assets in the United States topped more than $33 trillion...

If reading about Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs) made doing your taxes this year a chore, you are not alone! The SECURE Act 2.0 made changes to RMD rules that are important to understand, especially if you...

On Dec. 29, 2022, President Biden signed a $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023.   A component of this legislation, known as "SECURE 2.0," includes many provisions that make it easier for...

Like so many of us, Dave Yeager lost his mom to cancer. Now, he’s working to ensure sons and daughters are no longer left motherless by the disease. As a young professional, Dave began more than 40 years of volunteer service with the American Cancer...

Imagine you sit down with your financial advisor to present an exciting opportunity. You believe a prime tract of land you bought for $200,000 just 10 years ago could now sell for $2 million due to the hot market for new residential development in the area....

When local entrepreneur and art connoisseur Rory O’Neil passed away unexpectedly in October 2020, his wife of 52 years, Dedee, was left with "a lot of loose ends" to tie up. One of those loose ends was the private family foundation Rory and Dedee had been...

Endowment fund leverages charitable dollars to bring closure to unsolved crimes Hanging at the mall was a typical pastime for kids in the ’80s and ’90s, and while a young James Renner spent many a day at Westgate Center in Rocky River, it’s safe to say...

Required minimum distributions (RMDs) are back: Temporarily waived in 2020 under the CARES Act, these mandatory IRA distributions will once again need to be completed by year's end. Retirees who did not take their RMD in 2020 may also find they need to take...

When Ed Schrank celebrated his 90th birthday with friends and family members two years ago, his most memorable gift was not something he received, but something he gave. A lifelong resident of Northeast Ohio, Ed rented a bus and took his large family on a...