Saving for the future has felt like an uphill battle for many Americans lately. Inflation is still up, gas prices aren’t budging, and many workers are cutting back on 401(k) contributions just to put more money in their pockets. But for roughly 56 million Americans,...
According to the 2026 Planning and Progress Study by Northwestern Mutual, the average American now believes they’ll need $1.46 million to retire comfortably. That’s a $200,000 jump from last year. For many Americans, this upward trend is unsettling. But Americans...
The House of Representatives recently passed three bills aimed at improving Social Security services, particularly for retirees and identity theft victims. The Social Security Administration (SSA) is supposed to be a resource for Americans, even before they collect...
The newly passed One Big Beautiful Bill (OBBB) has stirred considerable interest, especially regarding Social Security, and there has been some confusion about whether the bill eliminates taxes on Social Security. While President Trump himself has said that it does,...
A 401(k) fund tends to be a passive piece of an employee’s retirement plan—automatic contributions, company match, and occasional check-ins. But if you haven’t reviewed your plan recently, you might be missing out on some newer features that can significantly enhance...
With the economy facing ups and downs—from rising interest rates to inflation and global trade issues—many Americans are reevaluating how they plan for retirement. One option that more people are exploring is converting traditional retirement accounts to a Roth IRA....
The Social Security Fairness Act of 2025 restores benefits to retirees affected by WEP and GPO, providing many with retroactive Social Security payments. However, these lump-sum payments can significantly impact taxable income, potentially pushing recipients into a higher tax bracket. Understanding the tax implications and exploring strategies like the IRS lump-sum election can help retirees minimize their tax burden.
Your Business. Your Family. Our Priority.
A company owners’ potential for personal financial security usually depends on the success of the business. Our commitment and responsibility is to help keep your business running smoothly and to help achieve your personal financial goals. Whether you are a business or an individual, our specialized staff will provide you with assistance in all your tax, reporting, financial and business affairs.
We're proud members of:
Brammer & Yeend is an independently owned and operated member firm of CPA Connect, a companion association to CPAmerica International
Financial information and reporting should not be a diversion for business owners, instead, financial information should be accurate, available, and insightful. We leverage experience and technology to provide business owners with dynamic resources and management tools.
Our personal services are designed to help busy, successful families manage their finances and grow their wealth with confidence and peace of mind. We do this by working together with our business solutions, allowing us to partner with clients and coordinate business and personal planning in order to meet their most important goals.
We strive to provide excellent service and solutions that fit our client’s specific needs and are industry appropriate. Our experienced CPAs have worked with clients in a variety of industries and understand the intricacies of each and apply the best solution possible. Over the years we have serviced clients in industries including agribusiness, retail, construction, manufacturing, food & beverage and many more. Below are some of our industries where we have specialized experience and expertise.
Saving for the future has felt like an uphill battle for many Americans lately. Inflation is still up, gas prices aren’t budging, and many workers are cutting back on 401(k) contributions just to put more money in their pockets. But for roughly 56 million Americans,...
According to the 2026 Planning and Progress Study by Northwestern Mutual, the average American now believes they’ll need $1.46 million to retire comfortably. That’s a $200,000 jump from last year. For many Americans, this upward trend is unsettling. But Americans...
As a small business owner, you don’t have a built-in employer-matching plan to lean on for retirement planning. But you do have control over building wealth over time, and small business owners have access to some of the best retirement tools available. The key is...
As lawmakers look to the 2026 midterm elections, tax relief is back in the conversation. Two new proposals aim to lower taxes for low- and middle-income households by reducing how much income is taxed in the first place. Both plans have different approaches, but they...
Americans are turning to AI for all kinds of advice these days, and that includes money advice. This makes sense. Professional advice is expensive, especially when someone just wants to know, “Am I saving enough money for the future?” or “Should I pay off debt before...
When it comes to planning for retirement, most couples can agree to save as much as possible. But when each spouse focuses on their own 401(k), without thinking much about how the two plans work together, they could miss out on valuable employer matching money. Here’s...
Keeping an open line of communication is important to us. We invite you to reach out to us either by phone, email, or this form to ask questions, request an appointment or talk about any finance-related matter that comes to your mind.
317-398-9753
8 Public Square
Shelbyville, IN, 46176
Your Business. Your Family. Our Priority.
A company owners’ potential for personal financial security usually depends on the success of the business. Our commitment and responsibility is to help keep your business running smoothly and to help achieve your personal financial goals. Whether you are a business or an individual, our specialized staff will provide you with assistance in all your tax, reporting, financial and business affairs.
We're proud members of:
Brammer & Yeend is an independently owned and operated member firm of CPA Connect, a companion association to CPAmerica International
Financial information and reporting should not be a diversion for business owners, instead, financial information should be accurate, available, and insightful. We leverage experience and technology to provide business owners with dynamic resources and management tools.
Our personal services are designed to help busy, successful families manage their finances and grow their wealth with confidence and peace of mind. We do this by working together with our business solutions, allowing us to partner with clients and coordinate business and personal planning in order to meet their most important goals.
We strive to provide excellent service and solutions that fit our client’s specific needs and are industry appropriate. Our experienced CPAs have worked with clients in a variety of industries and understand the intricacies of each and apply the best solution possible. Over the years we have serviced clients in industries including agribusiness, retail, construction, manufacturing, food & beverage and many more. Below are some of our industries where we have specialized experience and expertise.
Saving for the future has felt like an uphill battle for many Americans lately. Inflation is still up, gas prices aren’t budging, and many workers are cutting back on 401(k) contributions just to put more money in their pockets. But for roughly 56 million Americans,...
According to the 2026 Planning and Progress Study by Northwestern Mutual, the average American now believes they’ll need $1.46 million to retire comfortably. That’s a $200,000 jump from last year. For many Americans, this upward trend is unsettling. But Americans...
As a small business owner, you don’t have a built-in employer-matching plan to lean on for retirement planning. But you do have control over building wealth over time, and small business owners have access to some of the best retirement tools available. The key is...
As lawmakers look to the 2026 midterm elections, tax relief is back in the conversation. Two new proposals aim to lower taxes for low- and middle-income households by reducing how much income is taxed in the first place. Both plans have different approaches, but they...
Americans are turning to AI for all kinds of advice these days, and that includes money advice. This makes sense. Professional advice is expensive, especially when someone just wants to know, “Am I saving enough money for the future?” or “Should I pay off debt before...
When it comes to planning for retirement, most couples can agree to save as much as possible. But when each spouse focuses on their own 401(k), without thinking much about how the two plans work together, they could miss out on valuable employer matching money. Here’s...
Keeping an open line of communication is important to us. We invite you to reach out to us either by phone, email, or this form to ask questions, request an appointment or talk about any finance-related matter that comes to your mind.
317-398-9753
8 Public Square
Shelbyville, IN, 46176
