The following articles are for educational purposes only.
Your income is one of your most valuable assets. Disability insurance helps protect it if illness or injury prevents you from working, ensuring your financial plan stays intact even during unexpected challenges.
Does Ohio tax Social Security? Learn how Ohio treats Social Security benefits and what Columbus retirees should know about retirement income taxes.
Choosing between term and permanent life insurance doesn’t have to be confusing. Learn how both types work and when each one makes the most sense based on your financial goals, stage of life, and long-term planning needs.
Is Columbus, Ohio a good place to retire? A fee-only financial planner explains taxes, housing costs, healthcare, and lifestyle.
Retirement planning in Columbus, OH comes with unique tax, pension, and housing considerations. Learn what local retirees need to know to create reliable income, reduce taxes, and retire with confidence.
A new 401(k) rule forces high-income workers age 50+ to make catch-up contributions to Roth accounts, increasing taxes today but reshaping retirement planning strategies.