In our latest Live Broadcast, we hosted Patrick Terrien, CEO and President of Columbus Council on World Affairs (CCWA). Terrien oversees and leads all aspects of programming and strategy for the CCWA as well as revenue generation, community partnerships, staffing, and strategic planning. “I grew up with a mom that was a french teacher. And [...]
A bill entitled The Setting Every Community Up for Retirement Enhancement (SECURE) Act passed the U.S. House of Representatives last May by an overwhelming majority, and it was called the most comprehensive, sweeping retirement security legislation in recent history. A few days ago, the Senate finally passed the same legislation by attaching it to its [...]
Last Friday, we had the pleasure to talk with Valorie Schwarmann, CFO and Senior Vice President of Homeport, a non-profit housing developer. Valorie oversees the financial systems, processes, planning, and reporting for all lines of business at Homeport. What is Homeport? Homeport is a non-profit housing developer based in Columbus, Ohio. By building quality affordable [...]
The FAFSA & College Financing If this is new to you, FAFSA, the Free Application for Federal Student Aid is a form for prospective college students that should be completed every year. The point of the application is to determine your Expected Family Contribution (EFC). The lower the EFC number, the more financial support you [...]
Expecting can be stressful and confusing, especially if this is your first child. Reading this article will help to organize your thoughts and plan for this new, exciting journey. Read Financial Tips For Expecting Parents: Create a Budget As expecting parents, it is important to create a budget for your baby’s first year expenses. Make [...]
When it comes to retirement, there are a lot of factors that can help ensure your financial security. While retirement might seem far away, it’s important to start planning early and make sure you are taking advantage of every avenue to generate savings. Maximize Your Employer’s 401k Contributions The most common method of retirement savings [...]
A guide to know who you hire has the right background for you. When you are looking around for a financial advisor, you’re likely to encounter an assortment of initials. How do you shift through all these initials and find the best professional for you? Here is a brief explanation of the education and expertise [...]
Student loans, credit cards, saving for retirement, and being properly insured are common concerns that face millennials today. To combat these issues, it’s important that young people have the financial literacy necessary for a secure financial future. This article will be going over important tips that, when started at an early age, can make a [...]
Everyone goes through the process of buying a car for the first time. Whether you want to buy new or used, make sure you read this article before purchasing a vehicle. Buy Used → Saving Money Buying a used car is an easy way to save money on getting a vehicle with hope that it [...]
More than a quarter of millennials say buying a home is weighed more heavily to their career than starting a family or retiring. Yet with such a high demand for ownership, why is the home ownership of millennials lower than the last two generations? Here are the reasons why and possibly the way to move [...]
