Q2 2024 Market Review

By Clint Edgington
Posted on July 15th, 2024

The quarter started with investor concerns of continued inflation subduing expectations of multiple rate cuts due to higher inflation readings and the Fed’s April release […]

Learn More

Maximize Your Tax Savings by Utilizing a Health Savings Account

By Anne Zavaglia
Posted on July 12th, 2024

Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]

Learn More

Superfunding 529 Plans to Reduce Your Estate and Taxes

By Anne Zavaglia
Posted on July 12th, 2024

529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]

Learn More

Can Home Improvements Lower Your Tax Bill? It Depends

By Content Administrator
Posted on June 3rd, 2024

Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for […]

Learn More

Social Security 101

By Content Administrator
Posted on June 3rd, 2024

Social Security is complex, and the details are often misunderstood even by those who are already receiving benefits. It’s important to understand some of the […]

Learn More

Saving for College: 529 Plan vs. Roth IRA

By Content Administrator
Posted on June 3rd, 2024

529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give […]

Learn More

Q1 2024 Market Review

By Clint Edgington
Posted on April 22nd, 2024

U.S. Equity markets started 2024 off on a tear, although it’s since given a bit back since the end of the quarter.  The market has […]

Learn More

New High Interest Savings Accounts Help Ohio Homebuyers

By Anne Zavaglia
Posted on April 16th, 2024

The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence.  Ohio residents aged 18 or older […]

Learn More

Housing Market Trends: Are They Helping or Hurting the Economy?

By Content Administrator
Posted on April 1st, 2024

In an unusual twist, U.S. home values climbed to an annual record of $389,800 in 2023, even as mortgage rates rose to the highest levels […]

Learn More

Due Date Approaches for 2023 Federal Income Tax Returns

By Content Administrator
Posted on April 1st, 2024

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 […]

Learn More