September 2019 Monthly Recap

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Posted on October 9th, 2019

Leverage Your 401 (k) to Build Roth Earnings By Anne Zavaglia Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way […]

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October 2019 Monthly Recap

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Posted on October 8th, 2019

Mark for Bellefontaine School Board Mark is excited to announce that he is running for a position on the Bellefontaine City School Board! As a […]

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The Promise of Opportunity Zones

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Posted on July 24th, 2019

Described as a once-in-a-generation development incentive, the federally designated areas entice investors—both individuals and organizations—with the ability to defer, reduce or potentially altogether eliminate tax […]

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