Aaron Elam

Retirement is supposed to feel like freedom. For many new retirees across Indiana, Ohio, and Michigan, though, the first twelve months can feel more like a minefield of decisions they…

If you've recently retired, changed jobs, or are simply reviewing an old employer retirement account, you've probably run into the same question we hear all the time: what should I…

Here's a question worth asking yourself: is your retirement plan actually designed to minimize taxes, or did it just happen by accident? For most people, taxes are one of the…