New High Interest Savings Accounts Help Ohio Homebuyers

By Anne Zavaglia
Posted on April 16th, 2024

The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence.  Ohio residents aged 18 or older […]

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Key Retirement and Tax Numbers for 2024

By Content Administrator
Posted on January 29th, 2024

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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The Year in Review

By Clint Edgington
Posted on January 11th, 2024

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

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Part-time Employees Are Eligible to Enroll into 401(k) Plans in 2024

By Anne Zavaglia
Posted on January 10th, 2024

Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]

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How Much Income Does Social Security Replace?

By Content Administrator
Posted on January 2nd, 2024

Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. The Social […]

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College Forecast: Skepticism Toward Higher Education Rises

By Mark Fissel
Posted on October 31st, 2023

A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher education […]

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Home Energy Tax Credits

By Mark Fissel
Posted on July 31st, 2023

A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The energy […]

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

By Mark Fissel
Posted on July 31st, 2023

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]

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As Your Parents Age, Help Them Protect Their Finances

By Mark Fissel
Posted on May 31st, 2023

It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are […]

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SECURE 2.0 Act Expands Early Withdrawal Exceptions

By Mark Fissel
Posted on May 31st, 2023

Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential tax treatment in return for […]

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