Give with heart and get tax-smart. This quick guide shows simple ways to donate in 2025–2026—like QCDs from your IRA, gifting appreciated stock, and basic tips if you itemize. Learn when to start paperwork, how to keep records, and how to send more to your favorite causes in the Mid-Ohio Valley. Clear, friendly, and easy.
From pills that promise miracles to investments that seem too good to be true, “Financial Alchemy” explores how Wall Street sells magic solutions to real problems. Neal Watson, CFP®, and Todd Kemple break down the pros, cons, and hidden trade-offs of today’s hottest financial products.
The new Enhanced Senior Deduction could mean thousands in tax savings for retirees. Learn how it works, what it means for Social Security and IRA withdrawals, and how to use it for smarter retirement planning.
A major tax bill signed on July 4th brings some important changes for 2025 and beyond. In this blog, we break down what’s new—like bigger standard deductions, expanded SALT caps, and new senior tax breaks—along with what’s staying the same. Whether you're planning for retirement or just want to make smart tax moves, this post gives you clear, easy-to-understand insights to help you prepare.
In this Wealth Wednesday episode, we explore the biggest financial pressures facing Generation X. From catching up on retirement savings to managing college costs and caring for aging parents, they offer practical steps Gen Xers can take to regain control and plan for a more secure future.
Think playing it safe in retirement is always the right move? Think again. We’re busting five common retirement myths that might sound smart—but could leave you with big regrets. Don’t miss these tips for a happier retirement.
Are you nearing retirement age or helping a loved one plan for their future? This blog post walks you through the key ages that affect retirement planning, like when you can make catch-up contributions, access your money without penalties, start Medicare, and maximize your Social Security benefits. We’ll keep it simple, clear, and encouraging.
Worried about retiring in today’s crazy market? You’re not alone. Discover how simple planning strategies—like using a cash buffer, smart income timing, and working with a trusted advisor—can help you retire with peace of mind, even when markets are wild.
Are you waiting for the “perfect time” to retire? You might be waiting too long. In this warm and insightful article, we explore why retiring sooner can lead to a healthier, more fulfilling life. Learn about the importance of healthy life expectancy, the three phases of retirement, and how to navigate your finances—even during uncertain markets. If you’ve been dreaming about retirement, this read could help you take the next step with confidence.