Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan you participate in....

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

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

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

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

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...