Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

What does “Portfolio Rebalancing” mean? There are many terms  used in the finance world. You may have heard your financial advisor or...

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

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

Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

Let's review some options to get the most out of your hard-earned money.

With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.