FA Magazine’s RIA Survey and Rankings 2023 List
We are proud to once again have been named to FA Magazine’s Financial Advisor Magazine’s RIA Survey and Rankings List for 2023.
Neither the firm nor its employee paid a fee for placement on FA’s 2023 RIA Ranking list. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/22. The ranking was released in their July/August 2023 online edition.
A Helpful Overview Of All Your Digital Property and Digital Assets
Digital property (or digital assets) can be understood as any information about you or created by you that exists in digital form, either online or on an electronic storage device, including the information necessary to access the digital asset. All of your digital property comprises what is known as your digital estate.
Congratulations to Our Newest Partner – Adele Sobieszczanski
TFO Wealth Partners is thrilled to announce Adele Sobieszczanski, TFO Wealth Partners Executive Vice President and Family Wealth Strategist, has been named our newest partner. Through the years, Adele has been instrumental in every facet of our business, ultimately helping lead the creation of our registered investment advisory firm and helping grow it into what it is today. If you know Adele, you know her hard work, commitment to her team, and her never-ending focus on her clients are what we look for in a TFO Wealth Partners colleague. We thank you Adele for all you continue to do for us and congratulate you on this much deserved honor.
Adele Sobieszczanski Named to Forbes Best-In-State Wealth Advisors List
We are thrilled to announce that Adele Sobieszczanski has recently been named to the Forbes Best-In-State Wealth Advisors list for Ohio, evaluated as of June 30th, 2022. Thank you Adele for all you do for us and your client families, and to our team who also make these recognitions possible.
Neither the firm nor its employee paid a fee for placement on Forbes Best-in-State Wealth Advisors. The ranking was developed by Forbes and SHOOK Research, and the data provided was as of 6/30/2022. The ranking was released on April 4, 2023.
Barron’s Top 1,200 Advisors Rankings by State List
We are thrilled to announce that Brady Fineske was recently ranked #12 in Ohio on Barron’s 2023 Top 1,200 Advisors, evaluated as of September 30th, 2022. We want to congratulate Brady and recognize our team of colleagues who help make this possible.
Neither the firm nor its employee paid a fee for placement on Barron's Top Advisors List. The ranking was developed by Barron's, and the data provided was as of 9/30/2022. The ranking was released on March 10, 2023.
Retiring Business Owners – Plan for Succession
If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Yet, if you want to build personal financial security and ensure business continuation, it is important to plan ahead. Business succession planning can help create retirement income for a retiring business owner and facilitate the transfer of operations and/or ownership to family or another entity. A succession plan can also provide a strategy to handle unforeseen events, such as death or disability.
A Look at Guardianship and Older Adults
Suppose an elderly family member becomes incapacitated and has made no arrangements for such a situation. Advance directives are legal instructions that express a person’s wishes regarding financial and health care decisions in the event that he or she becomes unable to make them. If incapacity occurs and there are no advance directives, is guardianship a viable option?
Involving the Family Can Be Good Business
If you’re fortunate enough to own a small business, has your enterprise flourished into something a bit more complex than you ever would have expected? If this sounds familiar, you probably also have experienced a gradual shift in your responsibilities—from being a person in complete control to a manager attempting to oversee many facets of the business.
Forbes’ 2022 America’s Top RIA Firms List
We are thrilled to have been recently named to Forbes' 2022 America’s Top RIA Firms list. This list contains the names of 100 Registered Investment Advisory firms firms who were evaluated based on a number of metrics including their experience, size, track record of helping clients grow their wealth, among other factors. We believe this recent honor is directly related to our team’s commitment to being more for our clients and we couldn’t be prouder of them.
Neither the firm nor its employee paid a fee for placement on Forbes America's Top RIA Firms. The ranking was developed by Forbes and SHOOK Research, and the data provided was as of 12/31/2021. The ranking was released on October 25, 2022.
Retirement Contribution Limits for 2023
The IRS just announced the 2023 contribution limits for qualified retirement plans which include significant increases. Notably, the employee contribution limit is rising almost 10% to $22,500. The catch-up contribution for individuals 50 or older is increasing by $1,000 to $7,500.
