40 Acts of Kindness Our Giving Back List of 40 Acts of Kindness continues to grow and showcase the amazing generosity and charity of our team and clients. Our clients have demonstrated numerous acts of kindness through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts […]
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We are very excited to share the news that we are a proud sponsor of the Thanksgiving Day Race in Cincinnati this year! As part of our 40th Anniversary Celebration of giving back to the community, we are sponsoring and organizing a walking/running team with as many of our clients as possible. Come wobble with
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Soon to be Retirees – What to Know When Plans Change You have worked for 25+ years and are approaching retirement, however, a life change arises and brings uncertainty. Maybe it is a loss of employment, a health crisis of a spouse, the kids need you to assist with daycare needs for the grandchildren,
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Parents with New Kids: What to Know Starting Out Young parents with new kids – what to know starting out. Here are three quick tips for early financial success as you begin the journey. Building a family, thinking about budgets, worrying about college funding and protecting your family’s financial well-being may feel a little overwhelming.
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Investment and Savings Accounts What type of financial account do you have, and do you understand its tax consequences? During client meetings we are often asked to explain what the differences are between various types of accounts, as well as how they are taxed. Read to learn more about employer plans, IRA’s, college savings
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It’s an election year! Each election cycle brings campaigning, lots of news reporting and uncertainty. A common question we are asked is how will the election year impact markets? Read our Election Year and Market Impact Commentary for the complete analysis and charts. Super Tuesday results are in! It looks, as though it will be
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Are you looking for a checklist of best practices to set your financial house in order? Here’s our short, simple list of Personal Finance Best Practices (at any age) Live within your Means – Cover your essentials and decide on your extras. Have Health Insurance Coverage – That fits your situation. Establish Automatic Payments –
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Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first
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Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first
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Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first
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