Introduction If you’ve read our blog articles, visited our website, or watched our YouTube channel, you can probably surmise that we are...

A revocable living trust helps avoid probate, ensures privacy, and provides continuity if you’re incapacitated. But it doesn’t protect assets from lawsuits or help with Medicaid eligibility. It also doesn’t reduce taxes. To fill those gaps, consider an umbrella liability policy for asset protection and long-term care insurance for nursing home costs. A trust is a great start—but a complete plan requires more.

In a global economy where international trade policies, such as tariffs, can heavily affect an investor’s portfolio, understanding how...

Have you ever noticed that licensed professionals like tax advisors, doctors, attorneys, or dentists proudly display their designations...

John-Mark Young has officially earned the Certified Financial Planner® certification after 14 months of study and dedication.

Clay Reynolds earns his Enrolled Agent designation from the IRS.

STRS announced an early retirement incentive  for members with the defined benefit (also known as the BD Plan, which is the pension plan)...

When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...

Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...

Managing the sequence of return risk in your retirement planning process I am not a gambler.  But I have seen it close enough to...

Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...

If you listen to The Dave Ramsey Show  for just one episode, it will become very apparent that he is very passionate about relaying the...

John-Mark Young earns the ChFC designation from the American College of Financial Services

Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

5 Insights for your financial, saving and investing life for 2025.

The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.

The new year can fill you with a sense of hope and expectation.  There are new goals to reach and new challenges to tackle.  Something...

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.