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

By Mark Fissel
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?

By Mark Fissel
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

By Mark Fissel
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

By Mark Fissel
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

By Mark Fissel
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

By jporter
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

By Mark Fissel
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?

By Mark Fissel
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?

By Mark Fissel
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

By Mark Fissel
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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