Our Writings

Fall 2017 Newsletter

two pumpkins in a field with autumn leaves

Tax Reform

The long-awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure Senate leaders plan to use will require no additions to the deficit. Read More

Scottrade and TD Ameritrade Merger

Scottrade and TD Ameritrade officially joined together September 18th to become one company. Scottrade and TD Ameritrade will remain two separate firms until the account transition takes place early next year. Until then, Scottrade account holders can login and access their accounts as usual. Additional information and updates can be found at the Scottrade Transition Hub.

Columbus Italian Festival

The Columbus Italian Festival is held every year on Columbus Day weekend in the heart of Italian Village. The Italian festival offers some of the city’s best Italian food as well as live entertainment, rides, shopping, and the Columbus Day Italian Parade! Learn More

Your Social Security Statements

Due to budgetary concerns, the Social Security Administration no longer mails Social Security Statements to individuals under age 60. To get a copy of your statement, sign up for a my Social Security account. Read More

Manage Debt While Saving

It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you’re not alone. Read More

Company Stock and Your Portfolio

The opportunity to acquire company stock can be a lucrative employee benefit. Having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets. Read More

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