Insights

What do FDIC and SIPC cover? Banks are in the news.

One year ago, almost to the day, we published a newsletter about Financial Planning during uncertain times and 5 tips to reduce stress. Today, with concerns and market volatility still present, we want to remind you of these tips and present you with 4 more to consider.

Regional bank stocks continued to sell off today on concerns of weakness because of the banks that recently failed, Silicon Valley Bank and Signature Bank.

The Tax Cuts and Jobs Act of 2017 imposed a $10,000 cap on the deduction of state and local taxes (SALT) for individuals who itemize their deductions. Over the years, many states have adopted a SALT Cap workaround and after the signing of Senate Bill 246 into law, Ohio now allows pass-through entities (PTEs) to elect to be taxed at the entity level starting with the 2022 tax year.

Stocks rally despite more Fed hikes on deck, new video, buyback Q&A.

Legislation known as the “SECURE Act 2.0” was included as a part of the bigger Consolidated Appropriations Act of 2023, which was signed into law on December 23, 2022. This act is a follow-up to the original SECURE act passed in 2019 that made several significant changes to retirement planning, including how people can inherit retirement accounts to the age for Required Minimum Distributions. This article will provide information on several of the changes included in this recent bill.

With fraud and scams on the rise, Buckingham Advisors wants to make sure you have the tools to help notice when someone is being taken advantage of and how to prevent future scams.

Navigating the markets: Fed rate hikes, inflation, and stock performance in focus

This credit is a great option for taxpayers who wish to contribute to funding primary and secondary education. For every dollar contributed up to the $750 limit, Ohio will refund the amount of the donation.

Employers across the county continue to be flooded with solicitations in the form of emails, cold calls, and articles promising large Employee Retention Tax Credit (ERC) refunds.