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Winter 2018 Newsletter

2018 Happy New Year

Ohio Caverns

Get out of the cold this winter and visit the Ohio Caverns. The caverns are 54 degrees year round and feature crystal formations that are 250,000 years old! Read More

Tax Cut and Jobs Act

The new tax bill was passed by Congress and signed into law by President Trump in December. How will the changes impact you?
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2018 Retirement & Tax Numbers

Each year, the IRS announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction amounts. Here are a few of the key adjustments for 2018. Read More

The Benefits of Saving Early

For long-term investment goals such as retirement, time can be one of your biggest advantages. Time allows your investment dollars to do some of the hard work for you through a mathematical principle known as compounding. Read More

How Much Risk Can You Take?

Your portfolio’s risk profile should reflect your ability to endure periods of market volatility, both financially and emotionally. Here are some questions that may help you evaluate your personal relationship with risk. Read More


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