Skip to content
Mahler Wealth managementMahler Wealth management
  • Home
  • About Us
    • About Us
    • Maura Holowchak
    • Leif Mahler
    • Michael Fedj
    • Our Strategic Partners
    • Private Wealth Advisor
    • Our Investment Philosophy
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Private Wealth
    • Retirees
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Alternative Investments
    • Banking and Lending Solutions
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Banking
    • Investment Strategies
    • Investment Management
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Videos
  • Resources
    • Resources
    • Commentary and Insights
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Professional Designations
    • WorthWhile
    • Subscribe to our Insights
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Mahler Wealth Management of Raymond James
    6745 Longshore St Dublin, OH 43017-2654 O: 614.442.2354 F: 866.208.0574
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Investment Strategy
  • Media
    • Article
    • Commentary
    • Document
    • Infographic
    • Webinar
Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Cash balance plans: A game-changer for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
Read
Read
Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Read
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Read
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Read
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
facebooklinkedinyoutube

The future at your fingertips

Mahler Wealth managementMahler Wealth management
  • 6745 Longshore St Dublin, OH 43017-2654
  • O: 614.442.2354
  • F: 866.208.0574
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use