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 […]

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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 […]

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Do You Need to Pay Estimated Tax?

By Content Administrator
Posted on June 26th, 2024

Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by […]

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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 […]

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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 […]

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Key Retirement and Tax Numbers for 2024

By Content Administrator
Posted on January 29th, 2024

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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The Year in Review

By Clint Edgington
Posted on January 11th, 2024

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

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Part-time Employees Are Eligible to Enroll into 401(k) Plans in 2024

By Anne Zavaglia
Posted on January 10th, 2024

Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]

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How Much Income Does Social Security Replace?

By Content Administrator
Posted on January 2nd, 2024

Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. The Social […]

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College Forecast: Skepticism Toward Higher Education Rises

By Mark Fissel
Posted on October 31st, 2023

A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher education […]

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