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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.
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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...
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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!
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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.
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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...
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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.
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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.
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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.
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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.
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Happy Thanksgiving! What We Are Thankful For
Wishing you a Happy Thanksgiving from Anderson Financial Strategies! We hope this holiday season brings you joy.
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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!
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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.
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State of the markets: Weathering the storm
With continued and renewed market volatility, Chief Wealth Strategist Shon Anderson gives an update on the situation.
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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.
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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!
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13 Questions You Should Ask Your Wealth Manager
Interviewing wealth managers? Ask these 13 questions before you make your decision!
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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.
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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.
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Financial Planning for Aging Parents
Worried about your aging parents? Here are 5 things you should be doing to plan for their future finances.
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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.
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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.
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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.
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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.
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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.
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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.
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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...
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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...
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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.
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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...
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These are the 3 best uses for a high-yield savings account
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.
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Only having a debit card can actually hurt your credit—here’s how
While credit and debit cards are completely different, only having one may have an effect on the other. CNBC Select explains how.
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The best and worst ways to get cash if you’ve been affected by the coronavirus pandemic
Some traditional financial advice doesn't apply in these unprecedented times.
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Advisors urge investors to avoid these mistakes with their 401(k) during coronavirus crisis
It’s important to sidestep doing anything with your 401(k) that could disrupt your long-term retirement planning, experts say.
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Why do I have a ‘hard inquiry’ on my credit report—and what does that do to my credit score?
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.
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I signed up for a credit card to get the welcome bonus. Now that I earned it, can I cancel my card?
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.
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How should you use your stimulus check? Financial advisor weighs in
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.
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Coronavirus: Which stocks are up, down during crisis?
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.
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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.
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The beginner's guide to investing - How to invest in real estate
If you want to diversify your portfolio, real estate is a great first step.
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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.
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Small businesses feel shutdown pain. Here's how to get some financial wiggle room.
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.
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Advisers caution investors to hold steady during ‘crisis of confidence’
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
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Biggest Mistakes To Avoid When Investing For Retirement
Dayton Magazine- By Mike Boyer with contribution from Shon Anderson, M.B.A, CFP, CFA. Click here to view the full article
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9 Smart Money Moves to Make In January
Forbes- By Kate Ashford with contribution from Shon Anderson, M.B.A., CFP, CPA. NEWS ARTICLES
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What to Do With Your Bond Portfolio Before Interest Rates Rise
Yahoo! Finance- By Tom Anderson with contribution from Shon Anderson, M.B.A., CFP, CFA. NEWS ARTICLES
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Investors Migrate to Passive Investments. Should You?
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...
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Now's the Time to Pay Off Debt
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...
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Hillary Clinton vs. Donald Trump: Who Are You Voting Against?
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...
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America's Top Financial Priority Isn't Investing
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
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Retirement Calculations May Not Add Up
CNBC Personal Finance- By Darla Mercado with contribution from Shon Anderson, M.B.A., CFP, CPA.
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Stock Market Got You Down? Take a Look at the Alternatives
CNBC Investment Strategies- By Sarah O'Brien with contribution from Shon Anderson, M.B.A., CFP, CFA.
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When Crisis Hits, Who's More Likely To Crack Their nest Egg?
Fox Business- By Jenna Herron with contribution from Shon Anderson, M.B.A., CFP, CFA.
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When Crisis Hits, Older Americans More Likely to Raid Retirement Savings
Bank Rate- By Jenna Herron with contribution from Shon Anderson, M.B.A., CFP, CFA.
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