Blog
Exit Your Business on Your Terms: A Guide for Entrepreneurs
The decision to sell your business is a major milestone. Explore how careful planning can help you capture the full value of your years of hard work.
Read More
3 Strategic Tax Planning Reminders for Affluent Families
For affluent families, tax surprises are rarely accidental. They’re the result of decisions made months earlier. Here are 3 strategic tax planning reminders that can help shift tax season from reactive filing to proactive wealth management.
Read More
Keeping the Party Going: Q1 Playbook
A high-level look at markets, rates, and portfolio positioning, focused on staying disciplined, diversified, and grounded in long-term fundamentals.
Read More
Social Security Optimization - Why the “Right” Filing Decision Is Rarely Obvious
Social Security claiming advice is often reduced to a single rule: delay benefits as long as possible to maximize lifetime income. While this guidance can be directionally correct, it is incomplete, particularly for retirees and...
Read More
Top 5 Habits of Financially Successful People
Want to know what sets financially successful people apart? Read these 5 habits to learn their secrets and build lasting wealth.
Read MoreShow All
10 Powerful Year-End Tax Strategies
Take control of your taxes before 2025 comes to a close. Start the new year strong with these 10 year-end tax strategies.
Read More
Your Circle of Trust: Let Us Share Our Insight With Your Loved Ones
Extend your circle of trust and help your family make confident, informed financial decisions with a shared advisor.
Read More
What Is a Fee-Only Wealth Advisor & Why Does It Matter?
A fee-only wealth advisor can make a big difference for your financial future. Find out why in our latest article.
Read More
The Dynasty Advantage: Turning Family Legacy into a Tax-Efficient Machine
A Dynasty Trust unites estate and tax planning to help preserve generational wealth, reduce taxes, and protect heirs. Learn how to structure, manage, and optimize this powerful legacy tool for lasting family wealth and tax efficiency.
Read More
Roth IRA Conversions: Timing, Taxes, and Long-Term Benefits
Looking to reduce taxes in retirement? Check out our latest post on Roth IRA conversions and discover how they can enhance your savings.
Read More
The Pitfalls of Mixing Personal and Business Finances
Combining business and personal finances can lead to serious pitfalls. Learn risks involved and how to separate them before problems arise.
Read More
Assessing the Pros and Cons of Irrevocable Trusts
Irrevocable trusts, while powerful estate planning and asset protection tools, are complex and rigid legal instruments. Learn the pros and cons and whether this type of trust is right for your unique goals and aspirations.
Read More
From Beautiful to Beneficial: How to Capitalize on the New Tax Law
The new 2025 tax law is more than political headlines, it’s packed with planning opportunities. Discover what’s changed and how you can turn new rules into smart financial moves.
Read More
Inside the Big Beautiful Tax Cut: What You Need to Know and How to Plan
A sweeping new tax bill, dubbed the “Big Beautiful Tax Cut,” is making its way through Congress. Passed by the House as part of the broader “One Big Beautiful Bill,” this legislation builds on the 2017 Tax Cuts and Jobs Act (TCJA),...
Read More
Protecting Assets From Lawsuits and Creditors
Are your assets shielded from lawsuits and creditors? Your wealth could be at risk. Learn key strategies to protect it before it’s too late. ️
Read More
Quarterly Playbook: Looking Through Darkness
Watch our 2025 Q2 market update now!
Read More
What I’m Teaching My Kids About Money
Want to set your kids up for a financially solid future? It starts with the conversations you have today! My new article shares the practical and impactful money lessons I’m teaching my children.
Read More
Luxury vs. Longevity: Wealth Tips for Affluent Families
Affluent families face a critical choice: enjoy today or plan for tomorrow. Read our latest article to find the right balance.
Read More
Should You Set Up a Retirement Trust?
Is a retirement trust part of your plan for the future? Don’t wait—discover if it’s right for you in our latest article!
Read More
Tax-Efficient Strategies for Affluent Families in 2025
Discover the must-know tax strategies for affluent families in 2025 to keep more of what you earn and build your legacy.
Read More
2025’s Best Tax Deductions for Small Businesses & Startups
Are you a small business owner? Discover the top tax deductions to watch for in 2025 and reduce your company’s tax burden.
Read MoreCreating a Family Giving Council: Build Traditions That Make a Lasting Impact
Creating a Family Giving Council with a Donor-Advised Fund It is a new year and with it come resolutions to do and be better, making it the perfect opportunity to align any new charitable goals with savvy financial strategies. By using...
Read More
5 Questions You Need to Answer 5 Years Before Retirement
Retirement may feel far away, but 5 years out is a perfect time to start planning. Here are 5 questions to get clear on what you need to retire.
Read More
Quarterly Playbook: Shifting Dynamics
Here in the 4th quarter, we are headed further into a period of change. The economy is showing signs of normalizing without exogenous distortions. Markets are broadening out and many other asset classes are starting to come alive.
Read More
How Not to Ruin Your Kids With Money
Get advice on teaching children about money from Shon Anderson, a financial advisor with Anderson Financial Strategies in Dayton, OH.
Read More
Preparing for Potential Tax Law Changes: Should You Consider a Spousal Lifetime Access Trust (SLAT)?
Can a SLAT help future generations keep wealth AND provide some tax relief? In our latest article, find out the advantages a SLAT can offer.
Read More
Shielding Your Wealth: Strategies to Help Protect Assets from Lawsuits and Creditors
Lawsuits and creditors can threaten your hard-earned wealth. Discover effective strategies to help protect your assets in our latest article.
Read More
Watch Now- 3rd Quarter 2024 Playbook: Silly Season
Shon Anderson explains the current markets and what we expect to happen in the coming months. Shon covers topics ranging from Presidential Elections and Federal Reserve rate cuts to how NVIDIA affects the S&P 500's returns.
Read More
Can I Give My Kids or Grandkids Money Now? Accelerated Inheritance Considerations
Considering an accelerated inheritance for your kids? Learn 5 strategies to leave a lasting legacy while enjoying it with them!
Read More
Making a Difference: Choosing Cash vs. Property Donations
Deciding between cash or property donations? Let's explore the impact of each choice in maximizing your charitable giving!
Read More
Women and Wealth: Rethinking How Wall Street Engages
It’s time to rethink wealth management! Keep reading to learn how Wall Street can better serve women investors.
Read More
Your 2024 Social Security Guide
Prepare for retirement with the insights of our 2024 Social Security Guide. Navigate the process with ease and optimize your financial future.
Read More
10 Ways to Efficiently Save Money on Your Taxes
Read 10 tax saving tips to maximize deductions. Shon Anderson is an independent fee-only financial advisor based in Dayton, OH.
Read More
Watch Now- 1st Quarter 2024 Playbook: Back to Normal(ish)
Watch Chief Wealth Strategist, Shon Anderson M.B.A., CFP, CFA, provide our thoughts on the economy and markets as he discusses our 1st quarter 2024 playbook...
Read More
5 Steps to Align Your Personal Values With Your Financial Goals
Discover the path to financial harmony by aligning your personal values with your financial goals. Read on to learn how.
Read More
Give Your Kids and Grandkids the Gift of a Stable Financial Future With a Roth IRA
One of the best gifts you can give your kids and grandkids is a stable financial future. Here’s how to start that legacy.
Read More
Planning Ahead: How to Deal with an Unexpected Loss
The unexpected can change our lives in an instant. Read these insights to financially prepare for the possibility of widowhood.
Read More
The 3 Biggest Financial Mistakes I See
You may be making these common financial mistakes. Discover if you are and how Anderson Financial Strategies can help.
Read More
You Can Still Get Tax Benefits From an RMD, Just Not What You Thought!
Utilize the power of tax-efficient giving! Find out why you should consider the smart strategy of sending your RMDs to charity.
Read More
What Is a Backdoor Roth IRA? (And Why it Might Benefit High-Income Earners)
Roth IRAs are not an option for most high-income earners, are they? Learn more with Anderson Financial Strategies.
Read More
Meet our newest team member, - Matt Peck, CFP
Why I Became a Wealth Strategy Advisor By Matthew Peck, CFP® - Financial planning is one of the world’s most misunderstood professions. You may be noticing an increase in advertising of various “Big Box” financial...
Read More
Top 5 Habits of Financially Successful People
Want to know the secrets of financial success? Adopt these top 5 habits of financially successful people. Your bank account will thank you!
Read More
Don’t Wait Until It’s Too Late: The Importance of Having a Long-Term Care Plan
Planning for long-term care is crucial for your future well-being. Don’t wait until it’s too late! Anderson Financial Strategies can help.
Read More
401(k): Your Employee Retention and Recruiting Secret Weapon
` Using your 401(k) as a workforce secret weapon A survey done by Money Magazine in December 2021* confirmed what many other recent surveys had previously...
Read More
How to Transfer Wealth to the Next Generation
Take proactive steps now to help preserve your legacy for the next generation and beyond—here’s how to transfer your wealth with confidence.
Read More
The Best Time to Invest Was Yesterday: Timing the Market
Should you be timing the market or focusing on growth?
Read More1st Quarter 2023 Playbook: Will someone please tell the markets?
Chief Wealth Strategist Shon Anderson discusses the outlook for the 1st quarter of 2023.
Read More
Nearing the Home Stretch? Use This Checklist if You Plan to Retire in 2024
Congratulations on your nearing retirement! Read this helpful 12-step checklist to prepare and make this transition easy and smooth.
Read More
Your End-of-the-Year Checklist for Small Business Owners
As a small business owner, is your end-of-the-year checklist growing? Here are the essential things to complete before the new year.
Read More
Happy Thanksgiving! What We Are Thankful For
Wishing you a Happy Thanksgiving from Anderson Financial Strategies! We hope this holiday season brings you joy.
Read More
The Pros and Cons of Deferred Compensation
You’re no stranger to deferred compensation plans, but is it the best move? Anderson Financial Strategies can help you find out!
Read More
Everything Federal Employees Need to Know About the Thrift Savings Plan (TSP)
Wondering if you have options regarding your TSP? You do! Learn the ins and outs of your TSP with Anderson Financial Strategies.
Read More
State of the markets: Weathering the storm
With continued and renewed market volatility, Chief Wealth Strategist Shon Anderson gives an update on the situation.
Read More
6 Secrets to Prepare for a Happier Retirement
Money isn’t the only thing you should worry about during retirement. Here are 6 secrets to help you prepare for a happy, fulfilling retirement.
Read More
If I Could Only Teach Two Financial Lessons
“Why didn’t someone teach me this?” I hear this a lot as a financial advisor. Here are the top two financial lessons I wish everyone would learn!
Read More
13 Questions You Should Ask Your Wealth Manager
Interviewing wealth managers? Ask these 13 questions before you make your decision!
Read More
Do You Need A Family Financial Roundtable?
Planning to leave a legacy for the next generation? Find out how a family financial roundtable can help you make the most of your wealth.
Read More
Worried About Your Financial Plan? Schedule a Q&A Call Today
Worried about your financial plan? Don’t be! Let Anderson Financial Strategies address your concerns in a complimentary Q&A call.
Read More
Financial Planning for Aging Parents
Worried about your aging parents? Here are 5 things you should be doing to plan for their future finances.
Read More
Could a Donor-Advised Fund Save You Money on Taxes?
You enjoy giving to causes you care about. Is it possible to receive tax benefits as well? Donor-advised funds could be the answer.
Read More
What Should You Do About Inflation and Stock Market Volatility?
Don’t let short-term market fluctuations derail your portfolio. Protect your wealth with these six steps.
Read More
Inflation Is Up. How Long Will It Last?
Are you tired of the never-ending inflation headlines? Here’s why it’s making the news.
Read More
Happy Holidays From Anderson Financial Strategies
The team at Anderson Financial Strategies wants to wish you Happy Holidays. We hope this holiday season brings you joy.
Read More
Meet Our Team Member: Tim Brown
Retirement is arguably one of life’s most significant milestones. But with so many financial priorities competing for your attention, it can be challenging to save enough to meet your goals. I became a retirement plan advisor...
Read More
4 Ways Business Owners Can Catch Up for Retirement in a Hurry
Being a business owner is no easy task. You’re responsible for every aspect of your business, making sure it runs smoothly. But at the same time, the reward of being able to direct and control your own environment, to make your...
Read More
The Real Benefits of Diversification
“Don’t put all your eggs in one basket.” We’ve all heard it. This proverb essentially means it’s important to diversify. Without diversification, we could miss out on new experiences, ideas, people, and...
Read More
Why We Chose to Go Independent
There are financial professionals everywhere you turn. The problem is not finding one, but finding the right one, someone you can trust to deal with you honestly and help you achieve your goals. At Anderson Financial Strategies, we...
Read More
You’ve Inherited Money, Now What Should You Do?
A newly acquired inheritance brings about a range of emotions. While losing a loved one is painful, inheriting money can be a blessing. An inheritance can improve your financial situation and bring peace of mind—it can also be a...
Read More
The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement
Retirement is a milestone you have been working your whole life to reach, and nearing that milestone is definitely cause for celebration! After years of calculating, strategizing, and saving, you may feel like you’ve earned the...
Read More
Are You Maximizing Your Company’s Benefits Package?
When you work for a company that offers comprehensive benefits, the potential for net gains from your income goes way up. By utilizing these benefits effectively, you could either save a small fortune in expenses or gain a fortune...
Read More
The Ultimate Guide To Financial Planning For Federal Employees
Financial planning is complicated, but we’re here to help you get organized and focused. If you’re a federal employee, you have access to benefit offerings and retirement plans that are unique to government workers. These...
Read More
Could A Tax Strategy Advisor Specializing In Retirement Help You Unlock The Retirement Of Your Dream
As an experienced wealth manager, I’m going to let you in on a little secret. When you retire, you can toss out everything you thought you knew about tax planning. The truth is, retirement gives you tons of opportunities to be...
Read More
Insurance Policies For Each Stage Of Life
We all know we need insurance. And we all know we need a variety of different types of insurance: homeowner, auto, health, life…. But did you know that you also need different amounts of coverage, and for each stage of your...
Read More
The Ultimate Guide To Financial Planning For Business Owners
If 2020 has taught us anything, it’s that you can’t just fly by the seat of your pants and hope for the best. And no one has seen that more than business owners. This year has highlighted every business owner’s need...
Read More
Important Things To Teach Your Kids About Money
Pick up almost any parenting book and you’ll see plenty of valuable advice, everything from reading to your child, teaching them kindness and generosity, and building resilience and courage. But one thing most parenting books...
Read More
A Roth IRA may help fund your home purchase. Here are the pros and cons
You probably know a Roth individual retirement account is one way to save for your post-working years. It also may come in handy for certain homebuyers.
Read More
Medicare open enrollment begins Oct. 15. Here's what you need to know.
Medicare’s annual open enrollment period begins October 15 and, given the COVID-19 pandemic, financial planners are urging beneficiaries to review and choose the plan that best suits their health care needs.
Read More
How Does Your Retirement Compare To Your Neighbors’?
Retirement is arguably the most talked-about financial topic, and rightly so. Our retirement years can span decades and require sizable assets to take care of all our needs in our non-working years. But the exact amount of assets we...
Read More
What We Do And How We Can Help
Life is complicated, is it not? Add money to the picture and things get downright overwhelming. And while most people resign themselves to the fact that finances are confusing and they just need to muddle through, here’s a...
Read More
Are You Self-Employed? Check Out a Solo 401(k)
Just because you’re self-employed doesn’t mean you can’t reap the benefits of a workplace retirement plan.
Read More
Why I Became A Wealth Manager
Some things in life captivate us from a young age and never stop fascinating us. For me, it’s finance. I have always been interested in the world of finance and fascinated by the strategies that help people turn their goals into...
Read More
Estate planning thoughts from Dayton financial veteran
Shon Anderson is well versed in wealth management. Anderson is president and chief wealth strategist with Dayton-based Anderson Financial Strategies LLC, as well as president of CFA Society Dayton.
Read More
Anderson Financial Strategies client wins 2019 Plan Sponsor of the Year
PHILLIPS COMPANIES, a provider of construction and landscape services in Beavercreek, Ohio, is a family-run business with a long history.
Read More