facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights


Financial and Tax Planning Resources

New 1099-K Reporting Requirements Thumbnail

New 1099-K Reporting Requirements

We can all agree that life looks a little different in a post-COVID world. Even though many of us were already using electronic payments pre-COVID, there is an increased focus toward contactless payment options from several retailers.

Read More
Cash Savings: Options to Meet Your Goals  Thumbnail

Cash Savings: Options to Meet Your Goals

One of the most common questions we hear from clients is, “Where can I invest some cash that is going to be lower risk and provide a better return than my saving account?”. It doesn’t matter if the stock market is at an all-time high or in correction territory, people naturally want to store cash in a safe position receiving a modest return.

Read More
Scare Tactics in Financial Journalism and Sales:   Considerations and Questions to Help you Read Between the Lines Thumbnail

Scare Tactics in Financial Journalism and Sales: Considerations and Questions to Help you Read Between the Lines

Too often we find ourselves reading articles that predict financial doomsday or that have headlines designed to scare the reader into action or submission. In a world filled with non-stop news reporting and endless platforms to promote ideas, sell products, and gain attention, it can be very difficult to determine what is important and true.

Read More
Ohio Unemployment Fraud - What if I'm a Victim? Thumbnail

Ohio Unemployment Fraud - What if I'm a Victim?

Ohio unemployment compensation fraud is running rampant. The Ohio Department of Job and Family Services reported that for the week ending February 6, there were 44,000 potentially fraudulent unemployment claims out of 140,444 (31%). You may know a friend or family member that has been targeted in this identity theft scam or you may be a victim yourself.

Read More
A Guide to Estate Planning Thumbnail

A Guide to Estate Planning

Many acknowledge they are in need of an estate plan yet struggle to actually put a plan in place. In fact, a recent 2021 study by caring.com found that only 32% of adult Americans have a will or another type of estate plan in place. The study also points out that the majority of those that do have documents in place are 55 and older.

Read More