If you’re a retiree in Canton, Ohio, planning for your financial future, choosing the right financial advisor can feel overwhelming. With so many options, how do you know who’s truly looking out for your best interests?
Continue reading
With the 2024 tax season in the rearview mirror, now’s the perfect time to plan for 2025 and avoid surprises like an IRS underpayment penalty. This post is especially for those of you considering a Roth IRA conversion, which can sometimes trigger penalties if not handled carefully. Let’s break it down in plain language so you can feel confident heading into next year.
Continue reading
As you approach and enter retirement, managing sudden wealth wisely is crucial to ensure it enhances your life without becoming a source of stress.
Continue reading
Volatility gripped markets in the first quarter of 2025 and the major stock indices saw moderate declines as chaotic U.S. trade and tariff policies caused a steep plunge in business and consumer confidence, which raised concerns that economic growth would dramatically slow and corporate earnings growth would disappoint.
Continue reading
Some people are automatically enrolled in Medicare at age 65, while some have to apply. Follow this flowchart to better understand what, if any, action you need to take to ensure you’re enrolled in Medicare at the right time.
Continue reading
As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings Account (HSA), often dubbed the “medical IRA.”
Continue reading
When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts. For many people, the choice between building emergency savings and working towards their retirement goals is one of the biggest dilemmas they face. So, which should you focus on first?
Continue reading
The price of a bond can change over time, and there are many factors that can impact bond prices. In this blog, we will explore some of the key factors that affect bond prices.
Continue reading
As an investor, one of the most critical aspects of managing your finances is understanding the tax implications of your investments. Let’s explore how tax-efficient your investments are and what strategies you can employ to optimize your retirement income.
Continue reading
Here’s a closer look at the six most common estate planning mistakes and how you can sidestep them.
Continue readingThis Retirement Planning Worksheet takes you through 4 key areas to help you get organized, feel confident, and assess your overall readiness for retirement.
