Are you confident that your family would know exactly what to do if something happened to you? Would they know how to manage your healthcare if you became incapacitated? Are you sure they have the…
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Guide to Understanding Your Retirement Social Security Benefits
You’ve spent years building towards retirement. You’re feeling mentally ready for the next chapter, but what about your finances? A solid retirement plan includes understanding Social Security retirement benefits so that you can maximize your…
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Your 2025 Guide to Claiming a Charity Donation Tax Deduction
Imagine enjoying your ideal retirement, knowing you’re making a difference and keeping more of your hard-earned money. By claiming a charity donation tax deduction, you can support the causes you care about and potentially reduce…
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What to Know about Ohio’s Estate Tax
As a financial planner in Ohio, I regularly get questions about estate taxes. My clients often ask how estate taxes might impact their families and savings. Let’s demystify the Ohio estate tax and explore how…
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9 Ways to Plan for Healthcare Costs in Retirement
You’ve worked hard and saved well throughout your career. Now, let’s make sure you know how to plan for healthcare in retirement so you can enjoy your golden years with less stress and more peace…
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2025 Guide to Capital Gains Tax in Ohio
Does understanding your taxes make your head spin? Are you planning to sell something and wonder if you will have a state of Ohio capital gains tax? You aren’t alone and the good news is…
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Investing in Your 50s: 10 Tips for a Better Retirement
Investing in your 50s can be exciting and stressful. Retirement is getting closer. You’ve been working hard and saving, and might wonder: Am I doing everything I can to make my money last? The good…
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