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 15: Integrated Advice Is Better Advice

When it comes to building a holistic retirement plan, all of the individual pieces should be working together harmoniously, whether that’s planning, investing, or taxes. Let’s talk about why integrated advice is often hard to come by, and why it’s crucial to building a successful retirement plan. Continue reading

2018 Tax Preparation & Form 1099 Mailing

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. As in past reporting years, the goal is … Continue reading

Ep 10: Rules Gone Awry – A Lower Tax Bracket Part 2

Time for part 2 of our conversation on the retirement rule gone awry that you’ll be in a lower tax bracket at retirement. On this episode, we’ll showcase a scenario where following this rule really puts you off track. Continue reading

Ep 9: Rules Gone Awry – A Lower Tax Bracket Part 1

Let’s continue our series on breaking down some of the retirement “rules” that have gone awry. This week, we’ll begin a two-part series on the retirement rule that you should plan to be in a lower tax bracket in retirement. Is that really true? Listen to this week’s podcast to find out. Continue reading