The Landmark Way: The Six-Phase Process of Working with Landmark Financial

Curious about what it’s like to work with Landmark Financial? We have a six-phase process that we walk all of...

What’s Your Retirement Spending Plan?

Most people spend decades planning for retirement. They diligently set aside a portion of their hard-earned wealth in IRAs, qualified...

5 Things to Know Before Filing Your 2024 Tax Return

Like it or not, it’s officially tax season – the time of year when millions of taxpayers are gathering documents...

Which Type Of Trust Is Right For You? 8 Common Trusts to Consider

Revocable vs. Irrevocable Trusts A trust can either be revocable or irrevocable. What’s the difference? Revocable trusts (also called “revocable...

What are the Rules for Inherited IRAs?

Have you inherited an IRA? Confused about the rules? You’re not alone. The SECURE Act passed in 2019 changed the...

Why It’s Important to Regularly Review Your Designated Beneficiaries

Naming designated beneficiaries of your assets should never be a “set it and forget it” task. At Landmark Financial, we...

Do You Need A Financial Advisor? 6 Financial Situations an Advisor Can Help You Navigate

“Do I need a financial advisor?” You may be wondering this. Make no mistake: financial advisors are not reserved only for the...

What is Estate Planning? A Quick Guide to Making an Estate Plan

What is estate planning? Estate planning is the process of determining how your estate will be allocated once you die...

Landmark CPAs Announces Merger with Garland & Greenwood CPAs, Expands Operations

Landmark CPAs is pleased to announce Garland & Greenwood CPAs will merge with Landmark CPAs, effective January 1, 2025. This merger brings together...