Build a Legacy with an Endowed Scholarship
Endowing a scholarship to provide sustainable education funding is an excellent way to do good, enjoy positive tax benefits, and establish a legacy.
Ohio EdChoice Eligibility Has Expanded – How Can It Help Your Family?
Ohio's EdChoice Expansion Scholarship is now available to nearly all K-12 Ohio private school students. How much can you get & how will affect your family's finances?
Is It Too Late to Start a 529 Plan?
A 529 plan can have benefits for people saving for education funding even if they don't have a decade or more to invest in it.
How Taxes Impact Your Retirement Income Strategy
Understand how taxes relate to Social Security and Medicare, to how to optimize tax brackets, to determining when to tap taxable and tax-advantaged accounts.
We Love Multi-Year Tax Planning, And You Should Too!
Multi-year tax planning is the most important and controllable factor affecting your Family’s wealth, improving the after-tax return of all your financial decisions.
What Does The SECURE 2.0 Act Mean for Your Retirement?
The SECURE 2.0 Act made significant changes for retirement accounts, including IRAs, 401(k)s. etc., that will allow for exciting new planning opportunities that could improve your position.