You’ve worked hard to build a successful career as a corporate professional—now it’s time to make sure your financial strategy is working just as hard for you. At Colburn Wealth Management, we partner with Cardinal Health employees to help them grow their wealth, make the most of equity compensation, and develop long-term financial plans tailored to their ambitions.

This blog is your resource hub, offering actionable insights on everything from investment planning and retirement readiness to tax-smart strategies and estate design. Whether you're facing a pivotal career shift, shaping your legacy, or navigating the complexities of tax law, we’re here to help you move forward with clarity and confidence.

Your financial future deserves thoughtful, strategic guidance. Let Colburn Wealth Management be your trusted ally in building lasting security and success. Dive into our latest insights and take the next step toward financial empowerment.

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Our employees-including our founder-have collectively spent over 80 years working for Cardinal Health.  Having worked with numerous Cardinal employees, we have deep expertise in your benefits packages, 401(k) investments, LTI, deferred compensation, and more. But financial success isn't just about understanding the details—it’s about having the right guide to ensure you make the most of every opportunity. Whether you're planning for the future or optimizing your financial strategy today, we’re here to provide expert advice so you can confidently achieve your personal goals.

Sample questions we have answered for other Cardinal Health employees:

  • Should I regularly sell my Cardinal LTI? What are the tax implications and potential benefits of selling RSUs, PSUs and NQ options?
  • What financial benefits come with a promotion at Cardinal, and how should I plan accordingly?
  • I’d like to retire in the next several years—what steps should I take now to prepare my investments, and how much monthly income can I expect?
  • Is participating in the Cardinal deferred compensation program right for me? How do I determine the right contribution rate?
  • Should I contribute to the CAH HSA, and what amount makes the most financial sense?
  • Am I maximizing my 401(k) contributions? Should I invest in a Roth 401(k), Traditional, or both?
  • What are 401(k) target date funds, and should I use them instead of selecting individual funds?
  • If something happens to me, will my loved ones have financial security?
  • Is buying supplemental life insurance through Cardinal a smart choice? What are the potential drawbacks?

To speak with us, schedule a free web consultation — we’re here to help.