May 2017 Monthly Recap

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Posted on May 4th, 2017

The Oak Openings

The Oak Openings is a globally distinct oak savanna ecosystem, located in Northwest Ohio.  Consisting of a mixture of sand dunes, wet prairies, and black and white oaks, it is home to many rare and endangered species. The Oak Openings Preserve is part of the Toledo Metroparks. Visitors have the opportunity to see this unique region firsthand. Read more

Asian Festival

Columbus’ significant Asian heritage is on display at Franklin Park every Memorial Day weekend. With food, dance, sports and music from across Asia, this festival is a great way to kick off summer. Read More

White House to Protect Retirement Savings Under Tax Plan

Under President Trump’s aggressive plan to overhaul the country’s tax code, “retirement savings will be protected,” according to Gary Cohn, Trump’s chief economic advisor and director of the National Economic Council. Read More

10 Things to Know About RMDs

Required minimum distributions, or RMDs, are something that retirees and those who plan to retire need to learn about. Those who don’t could be in for some unpleasant, and expensive, surprises. Read More

Retirement Planning for Employees

While retirement planning is becoming a priority for financially aware Americans, most of the working population still lacks the know-how to make the right investments. Read More

Pension or a Lump Sum

Many pension plan participants have the option to take their money in a lump sum when they retire. And since 2012, an increasing number of large corporate pensions have been implementing “lump-sum windows”. Read More