Blog and Podcast

Ep 37: The Story of Sue

Sue is a recent widow and has gone through significant life and money transitions. Listen to Sue’s unique story and learn why her financial concerns are likely the same as yours. And be sure to listen to why Sue refused to shake hands at the end of our initial meeting and what she did instead. Continue reading

Form 1099 for 2019 Tax Year

Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead. The schedule of delivery of tax reports is … Continue reading

Snowbirding: Documenting Your Domicile

Kevin Kroskey lives in Bath Township and has been a southwest Florida snowbird since 2014. Kevin has written “The Ohioan’s Guide To Snowbirding in Florida.” To obtain a free copy, visit truewealthdesign.com/contact. For many Ohioan’s snowbirding in Florida, the avoidance … Continue reading

Ep 36: Snowbirds: Documenting Ohio Nonresidency

Avoiding Ohio income tax is key for many snowbirds. The old adage of just having to be out of Ohio for 6 months never was correct. Listen to Kevin explain the key steps in documenting your Ohio nonresidency. Continue reading

Ep 35: Snowbirds: 4 Financial Tips

The Smart Take: It’s that time of year again. The northern states are filled with grey skies and cold, wind, and snow. If you’re thinking of heading south for the winter, here are four key considerations to making your snowbird … Continue reading

Ep 34: Case Study: Tax-Smart Distribution Planning

Things in life and planning aren’t necessarily cut and dry. You may take several paths to reach your destination. But which one may be best? Listen to Kevin discuss a retirement situation where several strategic paths existing and how he and his team came to the preferred path in creating an integrated, tax-smart distribution plan. Continue reading

4 Financial Tips to Snowbirding in Florida

It’s that time of year again. Ohio is filled with grey skies and a flurry of four-letter words: cold, wind, and snow. If you’re thinking of Florida, here are four key kips to making your snowbird experience a success. Try … Continue reading

Ep 33: Tax-Planning Framework

It’s common to see articles or to-do lists for year-end tax planning. But these often lack substance and fail to answer why a strategy may or may not make sense for you. Listen to Kevin describe a simplified framework to understand your tax situation and then how to thoughtfully consider what tax-smart strategies make sense for you. Continue reading