Many families recognize the value of 529 savings plans. 529 plans provide an easy way to put aside money for college that will earn interest tax-free (when used for qualified... read more →
Welcome to the second video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary... read more →
By now, we’ve all seen this storyline unfold before – a recent college grad is buried in six figures of student loans, has no foreseeable job prospects, and has been... read more →
If you are part of what is considered to be Generation X (like me), you likely know that you have 20 or 30 years until your so-called retirement at age... read more →