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The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

October 4, 2023

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

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The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

Time in the Market vs. Timing the Market

October 2, 2023

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

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Time in the Market vs. Timing the Market

End-of-year items that will prepare you for filing your 2023 taxes

October 2, 2023

As we head into Fall Weather, Football, Halloween, and the holidays, we are getting close to the 2023 Tax Filing Season. As this time of...

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End-of-year items that will prepare you for filing your 2023 taxes

Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

September 27, 2023

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,...

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Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

Monthly College Planning Update: September 2023

September 25, 2023

There is a new sheriff in town, and a whole new supporting cast of characters. I'm kidding of course, but there is a new FAFSA coming...

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Monthly College Planning Update: September 2023

The Market Based Argument for Dave Ramsey's Four Categories

September 25, 2023

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...

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The Market Based Argument for Dave Ramsey's Four Categories

Higher Oil Prices & US Energy Dominance

September 25, 2023

Probably one of the toughest parts of President Biden's re-election run will be the unrealistic sect of his party that believes the world...

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Higher Oil Prices & US Energy Dominance

Long-Term Care: Do you have a plan?

September 20, 2023

Like many other issues in life, if you do not have a plan, you are planning to fail. Although we will address the financial aspect of...

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Long-Term Care: Do you have a plan?

What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

September 20, 2023

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

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What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

Breaking the cycle of Paycheck to Paycheck in 4 Steps

September 14, 2023

Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

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Breaking the cycle of Paycheck to Paycheck in 4 Steps

What is an Emergency Fund, and Why Do I Need One?

September 14, 2023

An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

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What is an Emergency Fund, and Why Do I Need One?

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

September 2, 2023

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

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Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

Why Bonds Are Still Essential for the Retirees Portfolio

September 2, 2023

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...

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Why Bonds Are Still Essential for the Retirees Portfolio

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

September 2, 2023

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

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Personal Savings, Record Credit Card Debt & Their Effect on the Economy

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

September 1, 2023

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

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Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

Which Workplace Retirement Plan Should I Select?

September 1, 2023

Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...

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Which Workplace Retirement Plan Should I Select?

College Savings Options

August 24, 2023

Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...

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College Savings Options

All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth

August 17, 2023

Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...

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All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth

The High Earners Tax - Net Investment Income Tax

August 17, 2023

One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...

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The High Earners Tax - Net Investment Income Tax

Monthly College Planning Update: August 2023

August 12, 2023

What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...

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Monthly College Planning Update: August 2023
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