4 min read
Recent Survey Highlights Financial Struggles among Retirees
Fewer than one-quarter of currently retired people feel "very confident" they'll maintain a comfortable lifestyle...
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Sam is a Principal at SSB. He provides tax compliance, planning and research services for both business and individual clients. His concentration is in the manufacturing, real estate and farming industries. Sam is a Certified Financial Planner (CFP) and heads up our SSB Managed Wealth division assisting clients with their financial and retirement planning.
Sam is a member of the Ohio Society of Certified Public Accountants and the Mahoning-Shenango Valley Estate Planning Council. He serves as Treasurer for the Community Foundation of the Mahoning Valley, as a Board Member of The Piggyback Foundation of Youngstown and as a member of the Finance Committee for St. Teresa of Calcutta in Warren. Sam is a graduate of John Carroll University in Cleveland and received his Master of Taxation from the University of Denver.
4 min read
May 7, 2025
Fewer than one-quarter of currently retired people feel "very confident" they'll maintain a comfortable lifestyle...
4 min read
Apr 22, 2025
Keeping up with ever-evolving tax laws can be challenging for individuals and small business owners. Because the IRS...