Saving for College Continues to Get Cheaper

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This is clearly not the headline most parents see when reading up on how to save for college.  However, parents (or grandparents) looking to save for their children’s future college expenses have a great tool available to them with CollegeAdvantage, Ohio’s direct 529 plan.  These plans allow savers to invest after tax dollars into the… Read more »






RMD Strategies to Consider

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If you are over 70 ½ years of age, the Internal Revenue Service requires you to withdraw a minimum amount each year from your retirement accounts. If you don’t need the money, you have options that can reduce your taxes either this year or in the future. Every year after you reach the age of… Read more »






Tax Freedom Day!

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Chances are, you’ve recently filed your tax return with the IRS for 2015. And the outcome is rarely one to celebrate. Either you owe the Federal, State or Local government more money, or you are getting a refund. A refund, that served as an interest free loan to that respective taxing authority. To make matters… Read more »






Tackling Student Loans

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Congratulations! You (or your child) is finally getting ready to graduate from The U of __________, and are ready to enter the real world.  Fresh with ideas and enthusiasm, you land your first job and the future looks bright.  While all of this excitement has consumed your thoughts, you have something in the back of… Read more »






Good News, the Market is Going Down!

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I know what you’re thinking. This is someone just trying to grab a headline. Sure I wanted your attention, but I also mean what I say. A declining market presents some great opportunities for everyone. Granted, this may apply to some more than others. Let’s take a closer look. We can lump every investor into… Read more »