February 2018 Monthly Recap

Ohio 529 Plans

Starting with the 2018 tax year, Ohio residents contributing to an Ohio 529 plan may deduct $4,000 from their state income tax! The deduction for contributions is per beneficiary, meaning if you contribute to more than one child’s 529, your deduction will be multiplied. Read More

10 Trends For Defined Contribution Plans

The 2018 Defined Contribution Survey by San Francisco-based Callan has been released. The survey draws data from a number of 401(k), 403(b), and government sponsored 457 plans. There are 10 key findings from the report.
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Long-Term Care Options

If you or a loved one needs long-term care, other choices besides nursing home care may be available. Read More

Questions For Aging Parents

It’s human nature to put off complicated or emotionally heavy tasks. Talking with aging parents about their finances, health, and overall well-being falls into this category. Read More

Factoring Inflation Into Planning

Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you’re accumulating assets for retirement, but it will continue to rise during your retirement, which could last 25 years or longer. Read More