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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...

Monday, March 15, 2021

Although 2020 is finally behind us, the coronavirus pandemic and its far-reaching implications still disrupts daily life across the globe. Resilient Americans have adjusted and adapted to these uncertain times, which unfortunately have...

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...

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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...

Sunday, May 17, 2020

With compound interest in a high-yield savings account, you earn more than in a traditional account. CNBC Select breaks down the three best uses for stashing your cash.

Monday, April 13, 2020

While credit and debit cards are completely different, only having one may have an effect on the other. CNBC Select explains how.

Friday, April 10, 2020

Some traditional financial advice doesn't apply in these unprecedented times.

Friday, April 10, 2020

It’s important to sidestep doing anything with your 401(k) that could disrupt your long-term retirement planning, experts say.

Thursday, April 9, 2020

If you recently applied for a new credit card or loan, you may notice the term “hard inquiry” on your next credit report. Here’s how it impacts your credit score.

Wednesday, April 8, 2020

Nothing is better than cashing in on a generous welcome bonus when you sign up for a new credit card. But what do you do if you no longer want the card? We asked some experts.

Monday, March 30, 2020

The U.S. Treasury Secretary said over the weekend that Americans could see the stimulus checks deposited in their bank accounts within the next three weeks.

Wednesday, March 18, 2020

A number of Dayton-area businesses have temporarily closed over the last week as the coronavirus crisis continues to make its impact on the local and national economy.

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.

Wednesday, September 18, 2019

If you want to diversify your portfolio, real estate is a great first step.

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.

Wednesday, January 16, 2019

Even if your small business is not directly tied to the federal government, the partial shutdown could have a negative impact on your bottom line.

Thursday, December 27, 2018

Dayton Daily News - By Thomas Gnau with contribution from Shon Anderson, M.B.A, CFP, CFA. Click here to view the full article Read More

Monday, April 2, 2018

Dayton Magazine- By Mike Boyer with contribution from Shon Anderson, M.B.A, CFP, CFA. Click here to view the full article

Tuesday, December 27, 2016

Forbes- By Kate Ashford with contribution from Shon Anderson, M.B.A., CFP, CPA. NEWS ARTICLES

Monday, December 12, 2016

Yahoo! Finance- By Tom Anderson with contribution from Shon Anderson, M.B.A., CFP, CFA. NEWS ARTICLES

Wednesday, October 12, 2016

CNBC Investor Toolkit- By Sarah O'Brian with contribution from Shon Anderson, M.B.A., CFP, CFA. If you follow the money, it's clear that investor enthusiasm for index funds and other passive investments continues to grow. But should...

Wednesday, October 5, 2016

Consumer Reports- By Beth Braverman with contribution from Shon Anderson, M.B.A., CFP, CFA As the economy continues to improve and Americans feel more secure in their jobs, they’re increasingly relying on credit. Click here to...

Sunday, September 25, 2016

Investment News- By Mark Schoeff Jr. with contribution from Shon Anderson, M.B.A., CFP, CPA. Hillary Clinton and Donald Trump will face a lot of skepticism from financial advisers as they square off Monday in the first presidential...

Wednesday, August 31, 2016

CNBC Personal Finance- By Darla Mercado with contribution from Shon Anderson, M.B.A., CFP, CFA. Investing in an effective and tax-efficient manner isn't the No. 1 financial goal for most Americans. Click here to view full article

Monday, July 25, 2016

CNBC Personal Finance- By Darla Mercado with contribution from Shon Anderson, M.B.A., CFP, CPA.

Monday, February 8, 2016

CNBC Investment Strategies- By Sarah O'Brien with contribution from Shon Anderson, M.B.A., CFP, CFA.

Tuesday, January 5, 2016

Fox Business- By Jenna Herron with contribution from Shon Anderson, M.B.A., CFP, CFA.

Wednesday, September 23, 2015

Bank Rate- By Jenna Herron with contribution from Shon Anderson, M.B.A., CFP, CFA.