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Q1 2024 Market Review
By Clint EdgingtonPosted on April 22nd, 2024
U.S. Equity markets started 2024 off on a tear, although it’s since given a bit back since the end of the quarter. The market has […]
Learn MoreNew High Interest Savings Accounts Help Ohio Homebuyers
By Anne ZavagliaPosted on April 16th, 2024
The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence. Ohio residents aged 18 or older […]
Learn MoreHousing Market Trends: Are They Helping or Hurting the Economy?
By Content AdministratorPosted on April 1st, 2024
In an unusual twist, U.S. home values climbed to an annual record of $389,800 in 2023, even as mortgage rates rose to the highest levels […]
Learn MoreDue Date Approaches for 2023 Federal Income Tax Returns
By Content AdministratorPosted on April 1st, 2024
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]
Learn MoreBeware of These Life Insurance Beneficiary Mistakes
By Content AdministratorPosted on February 20th, 2024
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. While naming your policy’s […]
Learn MoreKey Retirement and Tax Numbers for 2024
By Content AdministratorPosted on January 29th, 2024
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]
Learn MoreThe Year in Review
By Clint EdgingtonPosted on January 11th, 2024
The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the unwinding of that monetary stimulus to contain […]
Learn MorePart-time Employees Are Eligible to Enroll into 401(k) Plans in 2024
By Anne ZavagliaPosted on January 10th, 2024
Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]
Learn MoreHow Much Income Does Social Security Replace?
By Content AdministratorPosted on January 2nd, 2024
Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. The Social […]
Learn MoreReviewing Your Estate Plan
By Mark FisselPosted on December 1st, 2023
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]
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