College Saving: How Does a 529 Plan Compare to a Roth IRA?

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Posted on March 1st, 2018

529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year […]

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Business Owners: Should You Consider a Wellness Program for Your Employees?

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Posted on February 22nd, 2018

Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may […]

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Settling an Estate: Executors Inherit Important Title

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Posted on February 21st, 2018

Being named as the executor of a family member’s estate is generally an honor. It means that person has been chosen to handle the financial […]

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Four Tips for Downsizing in Retirement

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Posted on February 21st, 2018

Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting […]

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Due Date Approaches for 2017 Federal Income Tax Returns

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Posted on February 21st, 2018

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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February 2018 Monthly Recap

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Posted on February 4th, 2018

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! […]

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Deducting 2017 Property Losses from Your Taxes

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Posted on January 31st, 2018

Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you’ve suffered property […]

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Is a nursing home the only option for long-term care?

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Posted on January 31st, 2018

If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options. […]

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Why is it important to factor inflation into retirement planning?

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Posted on January 31st, 2018

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 […]

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Don’t Wait to Ask Aging Parents These Important Questions

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Posted on January 31st, 2018

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 […]

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