Planning

Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True

As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled.1 An ETF is a portfolio of securities assembled by an investment company, similar to …

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Time for a Mid-Year Investment Check

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through …

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How to Recover from a Mid-Life Financial Crisis

A financial crisis can be scary at any age, but this is especially true when you’re in your 40s or 50s. Perhaps you’re way behind on saving for retirement or have too much debt from unnecessary spending. Or maybe an unexpected challenge, such as a job loss, illness, or break from the workforce for caregiving …

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Ohio 529 Plan Tax Deductions

You have until December 31 to make contributions to an Ohio 529 Plan.  Contributions up to $4,000, per beneficiary, are deductible on your Ohio state income tax return- up from $2,000 in previous years. Contributions can be made to one or more beneficiaries, and the deductions are not capped.  For Example, if you have 3 …

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Should you consider requesting a deferment or forbearance for federal student loans?

Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are not alone. According to the Federal Reserve, 20% of individuals with outstanding student loans were behind on their payments in 2017.1 You may want to consider requesting a deferment or …

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