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
Estate planning can be complicated and easy to put off. Even when done, many often think things are done forever. Yet, things change. Here are some items to consider in light of life’s changes. People Change You name an executor … Continue reading
When people want to protect important papers or valuables like rare coins, stamps or precious jewelry, they understand that it’s generally not wise to keep them laying around the house. Much better—so goes the conventional wisdom—to put those items in … Continue reading
The underperformance of value stocks over the past 10 years has received much attention from the financial media and led at least some investors to conclude that value investing – synonymous with Warren-Buffet-style investing – is dead. While headlines like … Continue reading
While partisan politics rage, the U.S. House of Representatives nearly unanimously passed a bill that would reform key aspects of America’s retirement laws. The SECURE Act passed in a 417-3 vote in May and contains a provision to eliminate the Stretch … Continue reading
