Taking Distributions from your Traditional IRA
IRA distributions f you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical to carefully plan…
Ohio Income Tax Update
Ohio Income Tax Changes Resulting from Budget Agreement by: James Komos, CPA, CFP and Matt Laubscher Ohio’s substantial, $69.8 billion biennial budget bill was recently signed into law. The final…
Teachers receive a well-deserved tax break
Teachers give so much to their students. They give them knowledge, fuel their imaginations, and encourage exploration into new subjects. And to best meet the needs of their students, it’s…
Go Green at Home and Save on Taxes
Go green at home and help save the environment, energy, and money Going green at home is good for the environment and it can help you save on your energy…
Comprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals & values. Provided by Dane A. Wilson, Wealth Management Advisor Just what is comprehensive financial planning? As you invest…
Have a Plan, Not Just a Stock Portfolio
Diversification still matters. One day, this bull market will end. Provided by Dane A. Wilson, Wealth Management Advisor In the first quarter of 2017, the bull market seemed unstoppable. The…
2016 IRA Contributions — It’s Not Too Late!
Yes, there’s still time to make 2016 contributions to your IRA. The deadline for such contributions is April 18, 2017. If the contribution is deductible, it will lower your 2016…
October Is National Financial Planning Month
Saving is a great start, but planning to reach your financial goals is even better. Provided by Dane A. Wilson, Wealth Management Advisor Are you saving for retirement? Great. Are…
The Brexit Shakes Global Markets
A worldwide selloff occurs after the United Kingdom votes to leave the European Union. Provided by Dane A. Wilson, Wealth Management Advisor A wave of anxiety hit Wall Street Friday…
Don’t Neglect Your Own Financial Plan
Financial Planning Takes Work If you’re responsible for the financial health of a company, it’s easy to neglect your personal wealth management goals. Finding the time to create a personal…