A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...

An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...

Opportunity cost is the benefit of what an individual misses out on when they spend their funds on a particular item vs another item or...

As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...

Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...

Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...