Time for a Mid-Year Investment Check

By Mark Fissel
Posted on May 30th, 2019

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. […]

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How to Recover from a Mid-Life Financial Crisis

By Mark Fissel
Posted on April 26th, 2019

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 […]

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Ohio 529 Plan Tax Deductions

By Anne Zavaglia
Posted on December 3rd, 2018

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 […]

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

By Mark Fissel
Posted on November 29th, 2018

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 […]

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