What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

Like many other issues in life, if you do not have a plan, you are planning to fail. Although we will address the financial aspect of...

Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...

One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...

Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

Rules for Investing Investing in the stock market can be profitable, but it also comes with several complexities and rules that investors...

Vacation planning means budget planning As summer starts, if you’re like me, you’re already looking forward to that vacation that’s been...

Is there ever a “smart” loan to take out? According to our friend Dave Ramsey, “Debt is dumb….” This is generally true because “the...

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...

Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...

If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...

What are the differences between mutual funds and ETFs?