Social Security 101

By Broadridge Advisor Solutions
Posted on June 3rd, 2024

Social Security is complex, and the details are often misunderstood even by those who are already receiving benefits. It’s important to understand some of the […]

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Saving for College: 529 Plan vs. Roth IRA

By Broadridge Advisor Solutions
Posted on June 3rd, 2024

529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give […]

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Q1 2024 Market Review

By Clint Edgington
Posted on April 22nd, 2024

U.S. Equity markets started 2024 off on a tear, although it’s since given a bit back since the end of the quarter.  The market has […]

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New High Interest Savings Accounts Help Ohio Homebuyers

By Anne Zavaglia
Posted on April 16th, 2024

The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence.  Ohio residents aged 18 or older […]

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Housing Market Trends: Are They Helping or Hurting the Economy?

By Broadridge Advisor Solutions
Posted on April 1st, 2024

In an unusual twist, U.S. home values climbed to an annual record of $389,800 in 2023, even as mortgage rates rose to the highest levels […]

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Due Date Approaches for 2023 Federal Income Tax Returns

By Broadridge Advisor Solutions
Posted on April 1st, 2024

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]

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Beware of These Life Insurance Beneficiary Mistakes

By Broadridge Advisor Solutions
Posted on February 20th, 2024

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. While naming your policy’s […]

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Key Retirement and Tax Numbers for 2024

By Broadridge Advisor Solutions
Posted on January 29th, 2024

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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The Year in Review

By Clint Edgington
Posted on January 11th, 2024

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

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Part-time Employees Are Eligible to Enroll into 401(k) Plans in 2024

By Anne Zavaglia
Posted on January 10th, 2024

Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]

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