When we run long-term projections for folks, we regularly assume 95 years will be their life expectancy. You should see some of the looks we get! Almost everyone laughs and says there is no way they will make it to age 95.
Financial Fitness Blog
Are you a small business owner? If you are, you know that record retention can sometimes be difficult.
The moment a person finds out that their continuing to work is now “optional” can be a life-changing and memorable moment. Below are some tips that can make this happen sooner than later.
When it comes to the depressing topic of estate documents, the essentials of how to have an orderly transition of property to your heirs, little thought is given to the "softer" and practical side of estate planning. Do you want burial or cremation? Where do you want to be buried? Do you want a viewing, service and/or do you want to plan one heck of a party (that you won't be attending)?
If we asked you at your next meeting to list the entire contents of your home, could you do it? Do you know the make and model of your TV (or how many), refrigerator, or electric tooth brush? How man
With so much uncertainly in the income tax arena headed into 2018, we wanted to share with you some of the inflationary adjustments and Ohio tax changes that are certain to happen and the actions you need to take come January 1st:
From May through July hackers accessed over 145.5 million American consumers personal information including names, Social Security numbers, birth dates, addresses and in some instances driver’s license numbers. This is now one of largest data breaches in US history! However, there are some steps that you can take to help keep your information safe.