Will the Shutdown Affect Tax Season?

By Anne Zavaglia
Posted on January 7th, 2019

We are currently experiencing the longest shutdown in since the Congressional Budget Office was created. A number of departments and agencies have been shutdown including […]

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Women face challenges when planning for retirement.

By Anne Zavaglia
Posted on January 7th, 2019

Women generally earn less over the course of their lifetimes than men which is often due to family care giving responsibilities. Statistically, women live longer […]

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Key Retirement and Tax Numbers for 2019

By Mark Fissel
Posted on January 7th, 2019

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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December 2018 Monthly Recap

By jporter
Posted on December 11th, 2018

Congratulations to Anne! Congratulations to Anne for earning the CFP® designation! While she has always helped our clients with planning needs, she will be focusing […]

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Ohio 529 Plan Tax Deductions

By Anne Zavaglia
Posted on December 3rd, 2018

You have until December 31 to make contributions to an Ohio 529 Plan.  Contributions up to $4,000, per beneficiary, are deductible on your Ohio state […]

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Should you consider requesting a deferment or forbearance for federal student loans?

By Mark Fissel
Posted on November 29th, 2018

Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are […]

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Business Owners: What’s Your Plan for Retirement?

By Anne Zavaglia
Posted on November 29th, 2018

Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should […]

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Year-End Review

By Mark Fissel
Posted on November 29th, 2018

December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial […]

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Hybrid Funds: Balanced, Lifestyle, or Target?

By Mark Fissel
Posted on November 29th, 2018

Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only […]

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Gray Divorce: Dividing Assets Can Impact Retirement

By Mark Fissel
Posted on November 29th, 2018

Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age […]

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