Wednesday, May 8, 2024

Deciding between cash or property donations? Let's explore the impact of each choice in maximizing your charitable giving!

Friday, April 26, 2024

It’s time to rethink wealth management! Keep reading to learn how Wall Street can better serve women investors.

Tuesday, March 19, 2024

Prepare for retirement with the insights of our 2024 Social Security Guide. Navigate the process with ease and optimize your financial future.

Wednesday, February 7, 2024

Read 10 tax saving tips to maximize deductions. Shon Anderson is an independent fee-only financial advisor based in Dayton, OH.

Wednesday, January 17, 2024

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...

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Tuesday, October 24, 2023

Discover the path to financial harmony by aligning your personal values with your financial goals. Read on to learn how.

Friday, October 6, 2023

One of the best gifts you can give your kids and grandkids is a stable financial future. Here’s how to start that legacy.

Tuesday, September 5, 2023

The unexpected can change our lives in an instant. Read these insights to financially prepare for the possibility of widowhood.

Wednesday, August 2, 2023

You may be making these common financial mistakes. Discover if you are and how Anderson Financial Strategies can help.

Friday, July 28, 2023

Friday, July 14, 2023

Utilize the power of tax-efficient giving! Find out why you should consider the smart strategy of sending your RMDs to charity.

Friday, June 2, 2023

Roth IRAs are not an option for most high-income earners, are they? Learn more with Anderson Financial Strategies.

Friday, May 19, 2023

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...

Tuesday, May 9, 2023

Want to know the secrets of financial success? Adopt these top 5 habits of financially successful people. Your bank account will thank you!

Thursday, April 27, 2023

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.

Tuesday, April 25, 2023

` 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...

Thursday, March 30, 2023

Take proactive steps now to help preserve your legacy for the next generation and beyond—here’s how to transfer your wealth with confidence.

Tuesday, February 14, 2023

Should you be timing the market or focusing on growth?

Tuesday, January 31, 2023

Chief Wealth Strategist Shon Anderson discusses the outlook for the 1st quarter of 2023.

Thursday, January 19, 2023

Congratulations on your nearing retirement! Read this helpful 12-step checklist to prepare and make this transition easy and smooth.

Friday, December 2, 2022

As a small business owner, is your end-of-the-year checklist growing? Here are the essential things to complete before the new year.

Tuesday, November 8, 2022

Wishing you a Happy Thanksgiving from Anderson Financial Strategies! We hope this holiday season brings you joy.

Wednesday, October 19, 2022

You’re no stranger to deferred compensation plans, but is it the best move? Anderson Financial Strategies can help you find out!

Tuesday, October 4, 2022

Wondering if you have options regarding your TSP? You do! Learn the ins and outs of your TSP with Anderson Financial Strategies.

Tuesday, September 27, 2022

With continued and renewed market volatility, Chief Wealth Strategist Shon Anderson gives an update on the situation.

Wednesday, August 17, 2022

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.

Thursday, July 21, 2022

“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!

Monday, June 27, 2022

Interviewing wealth managers? Ask these 13 questions before you make your decision!

Tuesday, May 10, 2022

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.

Thursday, April 14, 2022

Worried about your financial plan? Don’t be! Let Anderson Financial Strategies address your concerns in a complimentary Q&A call.

Monday, March 28, 2022

Worried about your aging parents? Here are 5 things you should be doing to plan for their future finances.

Thursday, February 3, 2022

You enjoy giving to causes you care about. Is it possible to receive tax benefits as well? Donor-advised funds could be the answer.

Monday, January 24, 2022

Don’t let short-term market fluctuations derail your portfolio. Protect your wealth with these six steps.

Wednesday, January 12, 2022

Are you tired of the never-ending inflation headlines? Here’s why it’s making the news.

Monday, December 6, 2021

The team at Anderson Financial Strategies wants to wish you Happy Holidays. We hope this holiday season brings you joy.

Tuesday, November 16, 2021

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...

Friday, October 1, 2021

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...

Thursday, September 16, 2021

“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...

Thursday, July 29, 2021

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...

Friday, June 11, 2021

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...

Monday, May 3, 2021

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...

Friday, April 2, 2021

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...

Tuesday, February 23, 2021

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...

Monday, January 18, 2021

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...

Friday, December 11, 2020

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...

Friday, November 20, 2020

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...

Wednesday, October 21, 2020

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...

Thursday, September 24, 2020

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.

Wednesday, September 23, 2020

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.

Wednesday, September 9, 2020

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...

Tuesday, July 14, 2020

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...

Friday, July 10, 2020

Just because you’re self-employed doesn’t mean you can’t reap the benefits of a workplace retirement plan.

Thursday, June 4, 2020

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...

Thursday, January 30, 2020

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.

Sunday, March 31, 2019

PHILLIPS COMPANIES, a provider of construction and landscape services in Beavercreek, Ohio, is a family-run business with a long history.