wAre you trying to figure out how much retirement savings you’ll need to live comfortably? This is one of the most important parts of planning your ideal next stage of life. The reality is that…
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What Is the 401(k) Withdrawal Tax Rate? FAQs and More
Updated: October 23rd, 2025 You’ve worked hard to save for retirement, and now it’s time to start using your money…but how much will taxes take? If you’re over 50 and thinking about withdrawing from your…
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2025 Guide to Capital Gains Tax in Ohio
Updated: October 23rd, 2025 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…
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What to Know about Ohio’s Estate Tax
Updated: October 23rd, 2025 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…
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What Are the Pros and Cons of Retiring in Ohio?
Updated: October, 23rd 2025 Have you lived in Ohio most of your working life and are debating the question: What are the pros and cons of retiring in Ohio? Colorful fall weather, a lower cost…
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Ohio Retirement Tax Strategies to Optimize Your Budget
Updated: October 23rd, 2025 Imagine this: you’re retired, enjoying a beautiful sunset from your porch, with no worries about money. Thanks to smart Ohio retirement tax strategies, your retirement income is flowing smoothly, and you’re…
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Should You Rebalance Your Portfolio Before or During Retirement? Timing & Tips You Need
If you are like many of our clients, you’re probably close to or already in retirement and want to make sure your investment portfolio is set up right. You might be asking yourself questions like:…
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