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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Winter 2018 Newsletter

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Posted on January 4th, 2018

Ohio Caverns Get out of the cold this winter and visit the Ohio Caverns. The caverns are 54 degrees year round and feature crystal formations […]

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Key Retirement and Tax Numbers for 2018

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Posted on January 2nd, 2018

Each year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and […]

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Tax Cuts and Jobs Act

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Posted on December 29th, 2017

The Tax Cut and Jobs Act was passed by Congress and signed into law by President Trump in December. How will the new changes impact […]

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How Much Risk Can You Take?

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Posted on December 28th, 2017

Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 […]

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