SEEDS OF KNOWLEDGE

When it comes to managing wealth, especially for those stepping into the world of inheritance or rising financial success, the path can feel overwhelming. You want to protect what you’ve earned or inherited, grow it wisely, and ensure your family’s future is secure. But how do you do all that without getting lost in complicated jargon or scattered advice? The answer lies in mastering comprehensive wealth management strategies that bring everything together in one clear, actio

You might be wondering, why does financial planning need to be tailored? Why not just use a generic plan? The truth is, your financial situation is as unique as your fingerprint. Ohio residents face specific tax laws, estate rules, and investment opportunities that differ from those in other states. A one-size-fits-all approach simply won’t cut it. Tailored financial guidance means your planner understands Ohio’s local tax codes, estate laws, and investment climate.

Navigating the tax code can feel like walking through a maze, especially when you’re managing a high income, equity compensation, and evolving tax legislation. For highly compensated employees and executives with stock options, the margin for error is smaller, and the consequences of poor planning are often significant. As a Fiduciary Fee-Only Financial Planner, I see this firsthand. The good news? With thoughtful, proactive tax planning, 2026 presents meaningful opportuni

Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...

The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.

What Issues Should I Consider When Starting A Business? First-time entrepreneurs and seasoned business owners alike can benefit

What issues should I consider with my employer benefits? Electing benefits can be a daunting task, and it’s difficult to know which benefit

Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities

The QBI (Qualified Business Income) deduction rules are complicated. One of the newest planning issues to consider deals with a possible QBI