December 2017 Monthly Recap

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Posted on December 8th, 2017

The Nutcracker BalletMet’s production of the Nutcracker returns for the holidays! A Columbus tradition for 40 years, performances run December 8th through the 24th at […]

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Financial Resolutions to Consider for 2018

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Posted on December 4th, 2017

A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do in the […]

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Financial Tips for Young Adults

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Posted on December 1st, 2017

    Source: Broadridge

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Is America’s Aging Population Slowing Down the Economy?

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Posted on November 30th, 2017

It’s no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to […]

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Using money left in your FSA account by December 31

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Posted on November 30th, 2017

Health flexible spending accounts (FSAs) are a great way for individuals to pay qualified medical and dental expenses using pre-tax dollars. While IRS rules do […]

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RMDs for Baby Boomers

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Posted on November 30th, 2017

In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½? […]

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Tax Reform: Senate Bill vs. House Bill

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Posted on November 10th, 2017

Republican members of the Senate Finance Committee released highlights of their tax reform bill on Thursday, a week after the House released theirs. Below are […]

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November 2017 Monthly Recap

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Posted on November 4th, 2017

Daylight Savings Remember to set your clocks back an hour this weekend, and enjoy an extra hour of sleep! Chinese Lantern Festival All-new, beautiful, artfully […]

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2018 Annual Retirement Plan Limits

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Posted on October 31st, 2017

The IRS announced retirement plan limits for 2018.  See the chart below for limit increases. Retirement Limits 2017 2018 Covered compensation limit $270,000 $275,000 Defined […]

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Five Myths About Group Disability Insurance

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Posted on October 27th, 2017

You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to […]

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