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Ohio's 2026 Sales Tax Holiday: What Families Need to Know Before You Shop
Ohio's Sales Tax Holiday returns in 2026, but with significant changes from the expanded program offered in recent years. Financial Advisor Andrew Young explains what qualifies, when the tax-free weekend takes place, and how families can plan ahead to maximize their back-to-school savings.

Andrew Young
Aug 52 min read


Is Your College Savings Strategy Quietly Hurting Your Child’s FAFSA Eligibility
Saving for college is important—but where you save can make a significant difference when it comes to financial aid eligibility. Associate Financial Advisor Joseph Browning explains how FAFSA evaluates income and assets, and shares strategies that can help families maximize both their savings and potential financial aid opportunities.
Joseph Browning
Jul 213 min read


Trump Accounts: New Ways to Support a Child’s Financial Future
Every parent wants to give their children a strong financial foundation. From 529 plans and custodial Roth IRAs to the new 530A "Trump Accounts," understanding today's savings options can help families make informed decisions that support education, retirement, and long-term financial success.

Whitaker Myers
Jul 205 min read
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