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Articles Showing articles related to: Professional Services

Don't leave your successor in the dark

Most people recognize that when they have a will drafted and name an executor, they need to let the person they named know about the appointment. But a surprising number of people who have trusts created on their behalf, with a trustee named to succeed them, neglect to let the person they’ve named know about the appointment. When that...

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Tax changes for 2018

Paying tax-deductible expenses by December 31 and delaying income beyond that date can result in lower taxes, suggests Gary Cerasi, CPA, owner of Creative Business Strategies. With new tax laws taking effect in 2018, Gary suggests a financial review before the end of the year while there is still time to make adjustments to your tax...

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Is it time for a free one-hour review of your goals and plans?

With investment account statements showing losses this year, many people are questioning whether they have the proper mix of investments in those accounts to match their tolerance for loss. Since 2009, the stock market has experienced mostly positive results with minimal price fluctuation. More recently it seems that that price...

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A cleaning gift certificate from Heavenly Touch Maids is the perfect holiday gift

If you’re looking for the perfect holiday gift for someone who doesn’t need any more “stuff,” here’s an idea: give them the gift of a professionally clean home from Heavenly Touch Maids. This gift is far more than a clean home; it’s the gift that money can’t buy: Time. “The holidays are all about spending time with...

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The Luxury Home Experts at Platinum Real Estate go beyond the basics to sell high-end homes

As the owner of a luxury home in Northeast Ohio, you’re living in one of your largest investments. That’s why it’s critical to put your best foot forward when it comes to selling. “You have to attract the right buyer,” says Mark Zervos, who, along with his wife, Denise, is the owner of one of Ohio and Florida’s most prestigious...

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