Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

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...

For most companies, the 4th quarter of the year is an important time for registering for benefits. According to the Bureau of Labor...

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?...

Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...