Financial Advisor and Tax Consultant

Lifestyle

Unintended Consequence?

Sometimes the popularity of a particular investment is driven by unexpected forces. One example, is the so-called SALT (state and local tax) limitation that

June 1, 2022

Lifestyle

Is A New Social Security Fix At Hand?

We’ve been hearing for years that the Social Security trust fund will run out of money in 2034, and a close reading of the Social

May 26, 2022

rF Broadcast

rF LiveBroadcast Danella Hicks of All THAT-Teens Hopeful About Tomorrow

Danella Hicks, the founder and Executive Director of All THAT (a youth-mentoring nonprofit) shows her compassion in our office interview with her Friday morning. A

October 27, 2022

rF Broadcast

rF LiveBroadcast – Michael Corey With Human Service Chamber of Franklin County

The Human Service Chamber of Franklin County is an organization that is dedicated to helping other nonprofits prosper in Central Ohio. Michael Corey, the recent

October 27, 2022

rF Broadcast

rF LiveBroadcast – Katy Smith with ColumbusCEO

A Journalist Career A Kent State grad, Katy Smith, the most recent editor of the information-packed ColumbusCEO magazine is in our spotlight this week for

October 28, 2022

Investing Insight

World Stock Markets: Then and Now

Shifting Economic Balance Ever wonder how the balance of the world stock markets have changed over the last 120 years? Here’s a really interesting snapshot

May 26, 2022

Lifestyle

U.S. Employment History

Work History When you hear that the workplace of the future is going to dramatically change (due to automation and artificial intelligence), do you

May 26, 2022

College Planning

The New National Debt

Skyrocketing Student Loans- While some are worried about the rapidly growing U.S. national debt, others are looking at a different debt bomb that is slowly

May 26, 2022

Investing Insight

Risk of Your Retirement Savings in Stocks

Buried in a recent report by Fidelity Investments was some remarkable news. Last summer, the mutual fund and retirement plan provider noted that there were

May 26, 2022

Lifestyle

The Cost of Kids

Chances are, you already know it’s expensive to raise a family in this day and age. But exactly how much over the 20 years until

May 26, 2022

Unintended Consequence?

Is A New Social Security Fix At Hand?

rF LiveBroadcast Danella Hicks of All THAT-Teens Hopeful About Tomorrow

rF LiveBroadcast – Michael Corey With Human Service Chamber of Franklin County

rF LiveBroadcast – Katy Smith with ColumbusCEO

World Stock Markets: Then and Now

U.S. Employment History

The New National Debt

Risk of Your Retirement Savings in Stocks

The Cost of Kids

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