The following articles are for educational purposes only.
Does Ohio tax Social Security? Learn how Ohio treats Social Security benefits and what Columbus retirees should know about retirement income taxes.
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.
Umbrella insurance provides extra liability protection beyond your existing homeowners and auto coverage. If you want to protect your savings, home equity, and future income from unexpected legal claims, umbrella coverage may be worth considering.
The 2025 tax law brought some of the most meaningful changes we’ve seen in years. As you prepare to file your 2025 return, these updates could lower your tax bill—or increase your refund—if you know where to look. Below is a plain-English breakdown of the most important provisions and who they may benefit.