If there is something positive to come out of the 2020 pandemic, GreatNews.Life will find it. And we have. We’ve compiled a list of resources, services, and ways that our partners are making a positive impact on our communities in the wake of the...
Read MoreKotys Wealth Professionals offers CARES Act update for Small Businesses
As a follow up to last week’s communication on the CARES Act, we want to continue to provide information to our clients and their friends and family who may benefit during this uncertain time. The CARES Act (Coronavirus Aid, Relief, and Economic...
Read MoreKotys Wealth Professionals outline 2020 Cares Act
In the late evening of March 25th, the Senate produced one of the largest economic stimulus packages in U.S. history, the CARES Act (Coronavirus Aid, Relief, and Economic Security Act). The bill itself ended up at a whopping 883 pages but that's not...
Read MoreAre All Financial Advisors The Same?
Managing your investments can be tough as there are many factors to consider…Do I hire an advisor? What type of advisor? What do I look for? Most financial advisors sound the same, so what is the difference and what should you...
Read MoreFinancial Planning with Kotys Wealth Professionals
Financial literacy isn’t something most people learned in school. For some, it’s wisdom built through trial-and-error. Some ideas are very simple: spend less than you earn; pay off credit cards in full on time every month; save some money for...
Read MoreEmployee Life in the Spotlight: Mark Rosinski
Before joining the Kotys Wealth Professional’s team earlier this year, Mark Rosinski spent five years working in various corporate finance and accounting roles, four of those years with NiSource in Merrillville. After earning his Certified...
Read MoreKotys Wealth Professionals host Ambassador Club and client celebration
Kotys Wealth Professionals hosted a glass blowing event for their Ambassador Club at Hot Shop Valpo, this past Thursday evening. The event was a way to share a meaningful experience with their clients, especially those who spread the word of Kotys...
Read MoreMegan Myers, Kotys Wealth Professionals’ Point of Contact
With the large number of clients Kotys Wealth Professionals maintains and continues to accrue, Megan Myers’ role as Director of Client Relations is vital. Acting as the first point of contact between the Kotys Wealth team and customers, Myers has...
Read More5 Questions to Keep in Mind When Choosing a Financial Planner
Choosing a financial advisor is an important decision, and you should treat it as carefully as you would any major decision. The choice to turn to a professional to help plan life’s financial trajectory shows a wise desire for preparation and...
Read MoreJennifer Reed Lends Wealth of Experience to Kotys Wealth Professionals
For a financial planning business as accomplished and ambitious as Kotys Wealth Professionals, Operations Manager Jennifer Reed is a true asset. Every team member at the Fee-Only financial business takes pride in their customer-centric focus,...
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