Israel War & My Portfolio: Pray, Give & Stay Disciplined
- Oct 4, 2023
- 6 min
The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families
- Oct 2, 2023
- 2 min
Time in the Market vs. Timing the Market
- Oct 2, 2023
- 2 min
End-of-year items that will prepare you for filing your 2023 taxes
- Sep 26, 2023
- 6 min
Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
- Sep 25, 2023
- 5 min
Monthly College Planning Update: September 2023
- Sep 25, 2023
- 6 min
The Market Based Argument for Dave Ramsey's Four Categories
- Sep 24, 2023
- 4 min
Higher Oil Prices & US Energy Dominance
- Sep 20, 2023
- 5 min
Long-Term Care: Do you have a plan?
- Sep 20, 2023
- 2 min
What Ohio’s EdChoice program can mean for you, and what scholarship money could be available
- Sep 14, 2023
- 4 min
Breaking the cycle of Paycheck to Paycheck in 4 Steps
- Sep 14, 2023
- 3 min
What is an Emergency Fund, and Why Do I Need One?
- Sep 2, 2023
- 6 min
Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
- Sep 2, 2023
- 6 min
Why Bonds Are Still Essential for the Retirees Portfolio
- Sep 2, 2023
- 6 min
Personal Savings, Record Credit Card Debt & Their Effect on the Economy
- Aug 31, 2023
- 3 min
Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
- Aug 31, 2023
- 6 min
Which Workplace Retirement Plan Should I Select?
- Aug 24, 2023
- 5 min
College Savings Options
- Aug 17, 2023
- 4 min
All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth
- Aug 17, 2023
- 2 min
The High Earners Tax - Net Investment Income Tax