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Roth Conversions and if they are a good option for you

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

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Roth Conversions and if they are a good option for you

What successful retirees do

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

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What successful retirees do

What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

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What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

RISK ASSETS

Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

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RISK ASSETS

MY EXTRA CASH AND WHERE IT SHOULD GO

Let's review some options to get the most out of your hard-earned money.

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MY EXTRA CASH AND WHERE IT SHOULD GO

WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.

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WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

Jake Buckwalter

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