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Author: Craig Toberman, CFA, CPA, CFP®
Craig Toberman Featured in St. Louis Business Journal About Opening a Business in Richmond Heights for His Fee-Only Advisory Firm
Craig Toberman, CFP®, CFA, CPA has recently opened an office in Richmond Heights for his fee-only advisory firm, Toberman Wealth. …
Yes, Retirement Is Possible For Small Business Owners: Here’s How To Prepare
Many business owners link much of their identity and net worth to their company, making the concept of retirement seem …
Craig Toberman Featured in Authority Magazine Providing Tips to Running a Successful Family Business
Craig Toberman was interviewed by Jason Hartman for Authority Magazine to discuss running a successful family business. In the article …
3 Things To Read Heading Into the 2022 Holiday Season
Here are 3 things I’m reading heading into the holiday season. I hope you find these articles helpful as we approach the end of the year with reflection and appreciation.
Craig Toberman Featured in CBS News To Discuss Why Investing in I-Bonds May Be a Good Option
Craig Toberman discusses how the tax deferral for I-bonds can be a useful tool for some investors in the CBS …
The Home Mortgage Dilemma: Is Fixed or Adjustable Rate Better Long-Term?
Whether you’re in the market for a new home or looking to refinance an existing mortgage, it’s reasonable to assume …
Craig Toberman Featured on Fox 2 St. Louis To Explain Why October Is Financial Planning Month
Craig Toberman recently spoke with John Pertzborn of Fox 2 St. Louis in a Morning News segment titled “Founder of Toberman …
What’s The Best Way To Structure Your Business’s Sale?
There comes a time when every business owner considers selling their business. If this is an idea you’ve been toying …
Craig Toberman Featured in St. Louis Post-Dispatch Serving STLMade Companies by Combining Financial Planning with Business Advisory
Craig Toberman connected with the St. Louis Post-Dispatch in the article “Toberman Wealth Combines Financial Planning with Business Advisory in …
Craig Toberman Featured in Illinois Business Journal on Choosing a Retirement Plan for the Expansion of Illinois Secure Choice
Craig Toberman recently spoke to the Illinois Business Journal for an article on the implementation of Illinois mandated retirement plan …
Is There a Sweet Spot For Doing a Roth Conversion?
Roth IRAs (Individual Retirement Accounts) are helpful tools for creating tax-free income in retirement. The total contribution amount for this …
Using 529 Plans for Multigenerational College Planning
529 plans are one of the most used tools for helping families cover the cost of college or trade school. They’re well-known for their tax advantages when saving for higher education costs, but did you know that you can also use them to preserve generational wealth?
Goals-Based Investing: A New Approach to Achieving Your Financial Goals
Goal-based investing puts deeper meaning behind your investment choices and their outcomes. Let’s look at what goals-based investing is and how it can change your outlook on investing.
3 Things To Read Heading Into September 2022
Tomorrow is the first day of September – can you believe it? Here are 3 things I’m reading heading into the new month.
A Guide to Exit Strategies for Family Businesses
Many small business owners put an exit plan on the back burner. But prioritizing it now can make for a richer long-term experience.
Craig Toberman Featured in Bloomberg on the Attributes of Adjustable Rate Mortgages
Craig Toberman recently spoke to Charlie Wells of Bloomberg in his Newsletter titled “How Do Your Finances Stack Up?” In the …
Craig Toberman Featured in InvestmentNews Discussing the Inflation Reduction Act and Preparing Clients for Audits
Craig Toberman recently spoke to InvestmentNews for their article about preparing for IRA audits. In “Advisors prepare clients for audits as …
A Small Business Owner’s Guide To Saving For Retirement
When you’re in business for yourself, you become responsible for a lot: the hours you work, the services you provide, …
Craig Toberman Featured in Financial Planning Magazine With Tips for Financial Advisors Preparing for the CFP Exam
Craig Toberman, the founder of the fee-only financial planning firm Toberman Wealth in St. Louis, recently spoke to Financial Planning …
How Much Is Your Business Worth? (And Why It Matters)
When you own a small business, it’s easy to get caught up in the day-to-day. Inventory, payroll, customer service, managing …
Business Owners, Here’s A Guide To Train Your New Successor
Training a new CEO will likely be a multi-year process. Here’s a guide that will help you build a custom training plan.
How To Choose The Best Successor For Your Family Business
But what should you look for when choosing a new CEO? How will you know if you’ve made the right choice?
Craig Toberman Featured in CNN Business Discussing How to Retire in a Bear Market
Craig Toberman, the founder of the fee-only financial planning firm Toberman Wealth, recently lent his expertise to CNN Business and …
How To Transition Out Of Being Your Company’s CEO Seamlessly
You built your business from the ground up. Naturally, you’re used to being the captain of the ship. But a …
How To Build A Positive Company Culture, Where Your Employees Want To Be
Building a successful business isn’t just about having the best idea, most creative vision, or highest profits; it’s about creating …