Our Blog

December 2018 Monthly Recap

Congratulations to Anne! Congratulations to Anne for earning the CFP® designation! While she has always helped our clients with planning needs, she will be focusing on this full time going forward as a Financial Planner. The CFP® designation is the gold standard for Financial Planning and requires 6,000 hours of planning experience, a college level …

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Ohio 529 Plan Tax Deductions

You have until December 31 to make contributions to an Ohio 529 Plan.  Contributions up to $4,000, per beneficiary, are deductible on your Ohio state income tax return- up from $2,000 in previous years. Contributions can be made to one or more beneficiaries, and the deductions are not capped.  For Example, if you have 3 …

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Should you consider requesting a deferment or forbearance for federal student loans?

Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are not alone. According to the Federal Reserve, 20% of individuals with outstanding student loans were behind on their payments in 2017.1 You may want to consider requesting a deferment or …

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Business Owners: What’s Your Plan for Retirement?

Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should not rely on selling their business as their only means of a nest egg for retirement. Many things can happen along the way, an owner may become ill and have …

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Year-End Review

December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial summaries roll in. If you don’t know how you used your money during the past year, it’s time to find out. How much have you saved? If you resolved last …

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