Publications

December 2017 Monthly Recap

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The Nutcracker BalletMet’s production of the Nutcracker returns for the holidays! A Columbus tradition for 40 years, performances run December 8th through the 24th at the Ohio Theatre. Read More Tax Reform Senate Republicans passed their version of a tax reform bill on Saturday. The Senate version of the bill must now be reconciled with …

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Financial Resolutions to Consider for 2018

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A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do in the upcoming year to improve your financial situation? Evaluate your savings goals. The beginning of the year is a great time to examine your overall financial plan. Maybe you want to …

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Financial Tips for Young Adults

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    Source: Broadridge

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7 key changes to retirement plans under the House and Senate tax bills

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Retirement industry professionals have been following the tax legislation with great interest.  The Senate passed its version of the tax bill on Saturday, though the bill is not yet finalized. Saturday’s vote means the Senate and House have passed similar tax reform plans, but negotiators from both chambers have to agree on a single piece …

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Is America’s Aging Population Slowing Down the Economy?

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It’s no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow just 8% between 2015 and 2025, the number of older Americans ages 70 to 84 will skyrocket 50%.1 With roughly 75 million members, baby boomers (born between 1946 and …

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