December 2015 Monthly Recap

Grand Illumination

The Scioto Mile, in downtown Columbus, will come alive with lights this December through January 20th. At the lighting ceremony on December 4th, you can help fill “empty bowls” by purchasing a handcrafted ceramic bowl made by local artists. All proceeds go to the Mid-Ohio Food Bank. Click here to learn more.

SEC to set a fiduciary rule as part of 2016 agenda

The Securities and Exchange Commission will codify a proposed uniform fiduciary standard by the fall of 2016, according to the agency’s agenda for the next year, published with the Office of Management and Budget. Read More

New Myra Plan Isn’t Great

If you have access to a 401(k) or other employer retirement plan, put your savings there first.
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Social Security Benefit Changes

The file and suspend strategy and the option to restrict Social Security claims to spousal benefits have been eliminated. Read More

Four 401(k) Must-Dos Before 2016

 Maximize your retirement fund contributions, increase them next year, and use a managed strategy for growing wealth. Read More